+11,385.0%
LIN vs BHP
+4,390.5%
+6,994.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.7% |
| 7D | +0.2% | +0.9% | -0.7% | -0.1% |
| 30D | +6.5% | -6.3% | +12.7% | +8.6% |
| 3M | +5.5% | -7.1% | +12.6% | +7.7% |
| 6M | +3.3% | -3.2% | +6.5% | +3.2% |
| YTD | +22.0% | +37.9% | -15.9% | +6.6% |
| 1Y | +25.7% | +49.7% | -23.9% | +6.5% |
| 3Y | +36.2% | +51.7% | -15.4% | +12.2% |
| 5Y | +66.1% | +122.0% | -56.0% | +15.7% |
| 10Y | +431.0% | +382.4% | +48.6% | +168.9% |
| All | +11,385.0% | +4,390.5% | +6,994.5% | +3,427.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling