+412.1%
LIN vs BLK
+323.7%
+88.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +2.0% | +5.2% | -3.2% | -0.5% |
| 30D | +7.9% | +12.9% | -5.0% | +1.7% |
| 3M | +6.3% | +8.6% | -2.3% | +1.8% |
| 6M | +6.5% | +13.9% | -7.4% | -0.8% |
| YTD | +23.6% | +16.1% | +7.5% | +13.0% |
| 1Y | +25.7% | +15.3% | +10.4% | +15.1% |
| 3Y | +35.6% | +96.5% | -60.9% | -7.8% |
| 5Y | +65.9% | +43.8% | +22.0% | +29.6% |
| 10Y | +412.1% | +316.8% | +95.3% | +135.2% |
| All | +412.1% | +323.7% | +88.3% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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