+11,626.0%
LIN vs BNY
+6,516.1%
+5,109.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | +2.1% | +3.9% | -1.8% | +0.8% |
| 30D | +6.8% | +11.9% | -5.2% | +2.6% |
| 3M | +10.4% | -5.0% | +15.4% | +12.1% |
| 6M | +3.2% | +14.6% | -11.4% | -2.1% |
| YTD | +24.6% | +34.5% | -9.9% | +11.4% |
| 1Y | +24.4% | +40.6% | -16.2% | +9.4% |
| 3Y | +36.7% | +261.7% | -225.0% | -14.1% |
| 5Y | +67.0% | +192.3% | -125.3% | +11.5% |
| 10Y | +426.7% | +324.0% | +102.7% | +199.5% |
| All | +11,626.0% | +6,516.1% | +5,109.9% | +2,285.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling