+38.3%
LIN vs BN
+102.8%
-64.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.8% | -2.9% | +0.2% |
| 7D | +0.1% | +3.6% | -3.5% | -0.6% |
| 30D | +7.6% | +15.9% | -8.3% | +4.4% |
| 3M | +6.5% | -2.3% | +8.9% | +6.9% |
| 6M | +6.2% | -8.4% | +14.6% | +7.8% |
| YTD | +23.2% | -5.9% | +29.1% | +24.0% |
| 1Y | +25.4% | -5.6% | +31.0% | +25.9% |
| 3Y | +38.3% | +104.2% | -65.9% | +24.5% |
| All | +38.3% | +102.8% | -64.5% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling