+3,278.1%
LIN vs BLK
+13,445.8%
-10,167.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | -2.1% | -3.6% | +1.5% | -0.8% |
| 30D | -2.4% | -1.0% | -1.4% | -2.1% |
| 3M | -5.6% | +10.4% | -15.9% | -9.2% |
| 6M | -3.4% | +8.2% | -11.6% | -6.9% |
| YTD | +13.1% | +6.0% | +7.1% | +9.4% |
| 1Y | +2.5% | +3.3% | -0.9% | -0.1% |
| 3Y | +27.6% | +70.3% | -42.7% | +2.3% |
| 5Y | +63.0% | +34.5% | +28.5% | +40.4% |
| 10Y | +359.3% | +281.9% | +77.4% | +171.0% |
| All | +3,278.1% | +13,445.8% | -10,167.7% | +962.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling