+361.3%
LIN vs BN
+265.3%
+95.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | -2.1% | -2.5% | +0.4% | -1.2% |
| 30D | -2.4% | -9.5% | +7.1% | +1.5% |
| 3M | -5.6% | -10.4% | +4.8% | -1.5% |
| 6M | -3.4% | -6.4% | +3.0% | -1.9% |
| YTD | +13.1% | -11.9% | +25.0% | +17.3% |
| 1Y | +2.5% | -8.6% | +11.1% | +4.0% |
| 3Y | +27.6% | +77.6% | -50.0% | -8.4% |
| 5Y | +63.0% | +37.0% | +26.0% | +29.7% |
| All | +361.3% | +265.3% | +95.9% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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