+36.9%
LIN vs BHP
+58.3%
-21.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.7% |
| 7D | +0.3% | +2.4% | -2.1% | -0.1% |
| 30D | +8.0% | -5.4% | +13.4% | +8.9% |
| 3M | +7.7% | -6.9% | +14.5% | +8.7% |
| 6M | +5.1% | -4.3% | +9.4% | +5.2% |
| YTD | +24.7% | +41.6% | -16.9% | +15.2% |
| 1Y | +25.1% | +53.3% | -28.2% | +13.4% |
| All | +36.9% | +58.3% | -21.4% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling