+30.0%
LIN vs BEN
+52.7%
-22.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -1.5% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -2.4% | -0.5% | -1.9% | -2.4% |
| 3M | -5.6% | +9.7% | -15.3% | -7.2% |
| 6M | -3.4% | +33.9% | -37.3% | -8.4% |
| YTD | +13.1% | +49.0% | -35.9% | +4.9% |
| 1Y | +2.5% | +42.1% | -39.6% | -4.2% |
| All | +30.0% | +52.7% | -22.6% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling