+25.7%
LIN vs BNS
+42.9%
-17.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.3% |
| 7D | +2.0% | -1.1% | +3.1% | +2.0% |
| 30D | +7.9% | +4.7% | +3.1% | +8.0% |
| 3M | +6.3% | +5.5% | +0.8% | +6.5% |
| 6M | +6.5% | +21.7% | -15.2% | +7.0% |
| YTD | +23.6% | +29.5% | -5.9% | +24.5% |
| 1Y | +25.7% | +41.9% | -16.2% | +24.8% |
| All | +25.7% | +42.9% | -17.1% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling