+3,624.6%
LIN vs BLK
+14,777.2%
-11,152.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +0.3% | +0.2% | +0.2% | +0.2% |
| 30D | +8.0% | +13.1% | -5.1% | +3.2% |
| 3M | +7.7% | +7.3% | +0.4% | +4.6% |
| 6M | +5.1% | +14.6% | -9.6% | -0.7% |
| YTD | +24.7% | +16.5% | +8.3% | +16.3% |
| 1Y | +25.1% | +15.4% | +9.7% | +17.0% |
| 3Y | +36.8% | +97.2% | -60.3% | +3.9% |
| 5Y | +67.9% | +43.4% | +24.5% | +40.9% |
| 10Y | +427.2% | +322.5% | +104.7% | +199.4% |
| All | +3,624.6% | +14,777.2% | -11,152.7% | +1,029.1% |
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