+36.7%
LIN vs BHP
+53.3%
-16.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | +2.1% | -0.5% | +2.6% | +2.2% |
| 30D | +6.8% | -4.5% | +11.3% | +7.5% |
| 3M | +10.4% | -6.9% | +17.3% | +11.4% |
| 6M | +3.2% | -10.6% | +13.7% | +4.5% |
| YTD | +24.6% | +37.2% | -12.6% | +15.7% |
| 1Y | +24.4% | +48.0% | -23.6% | +13.5% |
| 3Y | +36.7% | +52.6% | -15.8% | +20.3% |
| All | +36.7% | +53.3% | -16.6% | +20.3% |
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