+423.5%
LIN vs BIL
+25.2%
+398.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.6% | -0.3% | +3.9% | +3.7% |
| 30D | +6.4% | 0.0% | +6.4% | +6.3% |
| 3M | +6.5% | +0.3% | +6.2% | +6.3% |
| 6M | +4.9% | +1.2% | +3.7% | +4.2% |
| YTD | +23.4% | +2.4% | +21.0% | +21.8% |
| 1Y | +26.3% | +3.0% | +23.3% | +24.3% |
| 3Y | +38.0% | +13.1% | +24.9% | +19.0% |
| 5Y | +68.0% | +19.4% | +48.6% | +21.9% |
| All | +423.5% | +25.2% | +398.3% | +255.6% |
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