+361.3%
LIN vs BND
+15.4%
+345.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | -0.1% | -2.0% | -2.0% |
| 30D | -2.4% | -0.4% | -2.1% | -2.3% |
| 3M | -5.6% | -0.6% | -4.9% | -5.3% |
| 6M | -3.4% | -1.4% | -1.9% | -2.7% |
| YTD | +13.1% | -0.2% | +13.3% | +13.2% |
| 1Y | +2.5% | +1.3% | +1.2% | +1.8% |
| 3Y | +27.6% | +13.2% | +14.4% | +20.3% |
| 5Y | +63.0% | -1.6% | +64.6% | +61.9% |
| All | +361.3% | +15.4% | +345.9% | +384.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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