+68.5%
LIN vs BEN
+28.2%
+40.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | +2.1% | +6.8% | -4.7% | +0.3% |
| 30D | +6.8% | +18.0% | -11.2% | +1.9% |
| 3M | +10.4% | +7.5% | +2.9% | +7.9% |
| 6M | +3.2% | +14.7% | -11.6% | -1.4% |
| YTD | +24.6% | +56.1% | -31.5% | +7.9% |
| 1Y | +24.4% | +69.6% | -45.2% | +4.9% |
| 3Y | +36.7% | +87.7% | -50.9% | +6.4% |
| All | +68.5% | +28.2% | +40.3% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling