+11,546.4%
LIN vs BNY
+6,489.4%
+5,057.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +0.2% | +3.6% | -3.4% | -1.0% |
| 30D | +6.2% | +8.8% | -2.6% | +3.0% |
| 3M | +9.3% | -5.8% | +15.2% | +11.4% |
| 6M | +4.4% | +15.5% | -11.1% | -1.2% |
| YTD | +23.7% | +33.9% | -10.2% | +10.8% |
| 1Y | +23.5% | +38.0% | -14.6% | +9.3% |
| 3Y | +35.8% | +258.2% | -222.4% | -14.5% |
| 5Y | +65.9% | +191.1% | -125.2% | +10.9% |
| 10Y | +423.1% | +322.3% | +100.8% | +197.9% |
| All | +11,546.4% | +6,489.4% | +5,057.1% | +2,272.1% |
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