+23.5%
LIN vs BEN
+64.2%
-40.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | +0.2% | +11.3% | -11.1% | -0.2% |
| 30D | +6.2% | +15.0% | -8.8% | +5.6% |
| 3M | +9.3% | +7.8% | +1.5% | +9.1% |
| 6M | +4.4% | +15.5% | -11.1% | +3.5% |
| YTD | +23.7% | +55.4% | -31.7% | +18.5% |
| 1Y | +23.5% | +63.3% | -39.8% | +16.7% |
| All | +23.5% | +64.2% | -40.7% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling