+431.5%
LIN vs BLK
+318.4%
+113.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | +2.1% | +3.7% | -1.6% | +0.4% |
| 30D | +6.8% | +13.9% | -7.1% | +0.3% |
| 3M | +10.4% | +3.9% | +6.5% | +8.0% |
| 6M | +3.2% | +13.0% | -9.8% | -3.5% |
| YTD | +24.6% | +16.1% | +8.5% | +13.9% |
| 1Y | +24.4% | +16.8% | +7.6% | +13.2% |
| 3Y | +36.7% | +97.7% | -60.9% | -7.3% |
| 5Y | +67.0% | +42.1% | +24.9% | +31.3% |
| All | +431.5% | +318.4% | +113.1% | +145.7% |
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