+35.8%
LIN vs BND
+14.1%
+21.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.4% |
| 7D | +0.2% | -1.4% | +1.6% | +1.1% |
| 30D | +6.2% | +0.8% | +5.4% | +5.7% |
| 3M | +9.3% | -1.2% | +10.5% | +10.2% |
| 6M | +4.4% | -1.4% | +5.7% | +5.2% |
| YTD | +23.7% | -1.3% | +25.1% | +24.7% |
| 1Y | +23.5% | -1.2% | +24.7% | +24.3% |
| All | +35.8% | +14.1% | +21.7% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling