+28.3%
LIN vs BLK
+72.5%
-44.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -2.1% | -3.6% | +1.5% | -1.2% |
| 30D | -2.4% | -1.0% | -1.4% | -2.2% |
| 3M | -5.6% | +10.4% | -15.9% | -8.3% |
| 6M | -3.4% | +8.2% | -11.6% | -5.9% |
| YTD | +13.1% | +6.0% | +7.1% | +10.5% |
| 1Y | +2.5% | +3.3% | -0.9% | +0.8% |
| All | +28.3% | +72.5% | -44.2% | +3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling