+27.3%
LIN vs BR
-14.2%
+41.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.0% | -0.4% | +2.3% |
| 7D | +3.3% | +7.0% | -3.7% | +2.6% |
| 30D | +8.8% | +19.0% | -10.2% | +7.1% |
| 3M | +8.6% | +13.1% | -4.5% | +7.5% |
| 6M | +7.0% | +24.6% | -17.6% | +4.7% |
| YTD | +24.3% | -13.6% | +37.9% | +30.2% |
| 1Y | +27.3% | -13.1% | +40.4% | +33.1% |
| All | +27.3% | -14.2% | +41.5% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling