+358.4%
LIN vs BNS
+177.9%
+180.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.4% |
| 7D | -3.5% | +1.8% | -5.3% | -4.4% |
| 30D | -4.1% | +4.5% | -8.6% | -6.6% |
| 3M | -6.4% | +15.8% | -22.2% | -13.9% |
| 6M | -2.4% | +31.5% | -33.9% | -16.7% |
| YTD | +10.9% | +28.6% | -17.7% | -4.4% |
| 1Y | 0.0% | +48.2% | -48.2% | -20.6% |
| 3Y | +25.8% | +130.8% | -105.0% | -24.0% |
| 5Y | +60.8% | +94.9% | -34.0% | +6.8% |
| 10Y | +358.4% | +179.6% | +178.8% | +144.7% |
| All | +358.4% | +177.9% | +180.4% | +144.7% |
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