+30.0%
LIN vs BN
+77.7%
-47.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -2.1% | -2.5% | +0.4% | -1.6% |
| 30D | -2.4% | -9.5% | +7.1% | -0.5% |
| 3M | -5.6% | -10.4% | +4.8% | -3.5% |
| 6M | -3.4% | -6.4% | +3.0% | -2.5% |
| YTD | +13.1% | -11.9% | +25.0% | +15.4% |
| 1Y | +2.5% | -8.6% | +11.1% | +3.3% |
| All | +30.0% | +77.7% | -47.6% | +11.6% |
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