+2,642.4%
LIN vs BNS
+1,492.9%
+1,149.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | -2.1% | +1.5% | -3.7% | -3.0% |
| 30D | -2.4% | +6.0% | -8.4% | -5.8% |
| 3M | -5.6% | +16.3% | -21.9% | -13.6% |
| 6M | -3.4% | +28.8% | -32.2% | -16.7% |
| YTD | +13.1% | +30.0% | -16.9% | -3.3% |
| 1Y | +2.5% | +50.7% | -48.2% | -19.4% |
| 3Y | +27.6% | +125.4% | -97.8% | -21.2% |
| 5Y | +63.0% | +94.2% | -31.2% | +8.6% |
| 10Y | +359.3% | +182.8% | +176.5% | +141.0% |
| All | +2,642.4% | +1,492.9% | +1,149.5% | +391.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling