+361.3%
LIN vs BP
+123.0%
+238.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -2.1% | +3.9% | -6.1% | -3.2% |
| 30D | -2.4% | +7.6% | -10.0% | -4.6% |
| 3M | -5.6% | +0.7% | -6.3% | -6.3% |
| 6M | -3.4% | +15.5% | -18.9% | -8.4% |
| YTD | +13.1% | +30.8% | -17.7% | +2.9% |
| 1Y | +2.5% | +34.3% | -31.8% | -7.9% |
| 3Y | +27.6% | +35.1% | -7.4% | +12.5% |
| 5Y | +63.0% | +126.8% | -63.8% | +17.2% |
| All | +361.3% | +123.0% | +238.2% | +225.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 10y: compounded portfolio wealth divided by compounded BP 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…
10y analysis · Full analysis span regression · 6 months rolling