+10,545.1%
LIN vs BEN
+2,611.0%
+7,934.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.2% |
| 7D | -2.1% | +0.2% | -2.3% | -2.3% |
| 30D | -2.4% | -0.5% | -1.9% | -2.3% |
| 3M | -5.6% | +9.7% | -15.3% | -9.0% |
| 6M | -3.4% | +33.9% | -37.3% | -13.9% |
| YTD | +13.1% | +49.0% | -35.9% | -3.3% |
| 1Y | +2.5% | +42.1% | -39.6% | -11.2% |
| 3Y | +27.6% | +51.9% | -24.3% | +4.4% |
| 5Y | +63.0% | +39.0% | +24.0% | +34.5% |
| 10Y | +359.3% | +57.9% | +301.4% | +237.8% |
| All | +10,545.1% | +2,611.0% | +7,934.1% | +3,270.5% |
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