+417.3%
LIN vs BHP
+363.1%
+54.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | -0.3% |
| 7D | +0.1% | +3.5% | -3.4% | -1.1% |
| 30D | +7.6% | -4.5% | +12.0% | +9.0% |
| 3M | +6.5% | -6.4% | +12.9% | +8.4% |
| 6M | +6.2% | -0.1% | +6.3% | +4.8% |
| YTD | +23.2% | +43.0% | -19.8% | +5.7% |
| 1Y | +25.4% | +56.5% | -31.1% | +3.9% |
| 3Y | +38.3% | +62.0% | -23.8% | +9.9% |
| 5Y | +64.4% | +130.4% | -66.0% | +8.0% |
| 10Y | +417.3% | +349.1% | +68.3% | +156.0% |
| All | +417.3% | +363.1% | +54.2% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling