+3,590.8%
LIN vs BLK
+14,726.8%
-11,135.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.0% | +5.2% | -3.2% | +0.1% |
| 30D | +7.9% | +12.9% | -5.0% | +3.1% |
| 3M | +6.3% | +8.6% | -2.3% | +2.8% |
| 6M | +6.5% | +13.9% | -7.4% | +0.9% |
| YTD | +23.6% | +16.1% | +7.5% | +15.4% |
| 1Y | +25.7% | +15.3% | +10.4% | +17.6% |
| 3Y | +35.6% | +96.5% | -60.9% | +3.1% |
| 5Y | +65.9% | +43.8% | +22.0% | +39.1% |
| 10Y | +412.1% | +316.8% | +95.3% | +192.1% |
| All | +3,590.8% | +14,726.8% | -11,135.9% | +1,020.2% |
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