+11,518.3%
LIN vs BEN
+2,440.0%
+9,078.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +1.1% |
| 7D | +3.6% | -0.4% | +4.0% | +3.6% |
| 30D | +6.4% | -0.7% | +7.1% | +6.4% |
| 3M | +6.5% | -6.8% | +13.3% | +8.8% |
| 6M | +4.9% | +7.9% | -3.0% | +1.2% |
| YTD | +23.4% | +39.6% | -16.1% | +7.8% |
| 1Y | +26.3% | +48.5% | -22.2% | +7.6% |
| 3Y | +38.0% | +55.7% | -17.7% | +11.7% |
| 5Y | +68.0% | +15.1% | +52.9% | +48.8% |
| 10Y | +437.1% | +57.4% | +379.8% | +294.7% |
| All | +11,518.3% | +2,440.0% | +9,078.4% | +3,654.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling