+361.3%
LIN vs BIL
+25.2%
+336.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -2.4% | +0.3% | -2.8% | -2.6% |
| 3M | -5.6% | +0.9% | -6.5% | -6.0% |
| 6M | -3.4% | +1.8% | -5.2% | -4.3% |
| YTD | +13.1% | +2.4% | +10.7% | +11.6% |
| 1Y | +2.5% | +3.7% | -1.3% | +0.5% |
| 3Y | +27.6% | +14.2% | +13.4% | +8.3% |
| 5Y | +63.0% | +19.4% | +43.6% | +19.8% |
| All | +361.3% | +25.2% | +336.0% | +220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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