+369.0%
LIN vs BLK
+270.9%
+98.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.8% | +0.6% |
| 7D | -4.0% | -2.7% | -1.3% | -2.8% |
| 30D | -4.9% | -4.8% | -0.2% | -2.9% |
| 3M | -9.2% | +6.5% | -15.7% | -12.3% |
| 6M | -2.6% | +13.1% | -15.7% | -9.2% |
| YTD | +10.5% | +1.8% | +8.7% | +7.8% |
| 1Y | -0.1% | -1.0% | +0.9% | -1.5% |
| 3Y | +25.4% | +66.0% | -40.6% | -7.3% |
| 5Y | +59.7% | +31.2% | +28.4% | +30.2% |
| 10Y | +369.0% | +278.5% | +90.5% | +124.6% |
| All | +369.0% | +270.9% | +98.1% | +124.6% |
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