+36.2%
LIN vs BND
+14.9%
+21.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +6.5% | +2.3% | +4.2% | +5.1% |
| 3M | +5.5% | -0.2% | +5.7% | +5.6% |
| 6M | +3.3% | -1.0% | +4.3% | +3.9% |
| YTD | +22.0% | -0.4% | +22.4% | +22.3% |
| 1Y | +25.7% | -0.1% | +25.9% | +25.8% |
| 3Y | +36.2% | +15.1% | +21.1% | +30.7% |
| All | +36.2% | +14.9% | +21.3% | +30.7% |
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