+1,011.2%
LIN vs BIL
+30.3%
+980.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +3.3% | -0.3% | +3.5% | +2.0% |
| 30D | +8.8% | 0.0% | +8.8% | +8.7% |
| 3M | +8.6% | +0.3% | +8.3% | +10.3% |
| 6M | +7.0% | +1.2% | +5.8% | +13.5% |
| YTD | +24.3% | +2.4% | +21.9% | +39.7% |
| 1Y | +27.3% | +3.0% | +24.2% | +47.4% |
| 3Y | +38.9% | +13.1% | +25.8% | +156.2% |
| 5Y | +69.4% | +19.4% | +50.0% | +312.1% |
| 10Y | +440.7% | +25.1% | +415.6% | +1,616.0% |
| All | +1,011.2% | +30.3% | +980.9% | +3,721.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling