+10,545.1%
LIN vs BNY
+6,978.2%
+3,566.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -2.1% | +1.4% | -3.6% | -2.6% |
| 30D | -2.4% | +3.8% | -6.3% | -3.8% |
| 3M | -5.6% | +14.9% | -20.5% | -10.2% |
| 6M | -3.4% | +40.3% | -43.7% | -14.4% |
| YTD | +13.1% | +43.9% | -30.8% | -1.0% |
| 1Y | +2.5% | +59.0% | -56.5% | -13.5% |
| 3Y | +27.6% | +290.7% | -263.1% | -21.9% |
| 5Y | +63.0% | +250.4% | -187.3% | +2.3% |
| 10Y | +359.3% | +411.2% | -51.9% | +145.6% |
| All | +10,545.1% | +6,978.2% | +3,566.9% | +2,019.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded BNY 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling