+10,545.1%
LIN vs BDX
+4,547.4%
+5,997.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.5% |
| 7D | -2.1% | -2.5% | +0.4% | -1.4% |
| 30D | -2.4% | +8.3% | -10.7% | -4.8% |
| 3M | -5.6% | +24.4% | -30.0% | -11.8% |
| 6M | -3.4% | +9.2% | -12.6% | -6.5% |
| YTD | +13.1% | +22.7% | -9.6% | +5.5% |
| 1Y | +2.5% | +25.9% | -23.4% | -5.3% |
| 3Y | +27.6% | -10.5% | +38.1% | +28.5% |
| 5Y | +63.0% | +1.9% | +61.1% | +56.9% |
| 10Y | +359.3% | +58.7% | +300.6% | +282.1% |
| All | +10,545.1% | +4,547.4% | +5,997.7% | +3,697.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling