+427.2%
LIN vs BNS
+188.9%
+238.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | +0.3% | -3.2% | +3.6% | +2.0% |
| 30D | +8.0% | +5.1% | +3.0% | +5.1% |
| 3M | +7.7% | +6.0% | +1.7% | +3.8% |
| 6M | +5.1% | +23.4% | -18.3% | -7.0% |
| YTD | +24.7% | +30.4% | -5.7% | +6.4% |
| 1Y | +25.1% | +44.0% | -18.9% | +0.8% |
| 3Y | +36.8% | +150.3% | -113.5% | -21.3% |
| 5Y | +67.9% | +83.0% | -15.2% | +15.7% |
| 10Y | +427.2% | +190.9% | +236.3% | +173.3% |
| All | +427.2% | +188.9% | +238.2% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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