+1,084.6%
LIN vs BR
+1,473.8%
-389.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | +0.2% | -1.3% | +1.5% | +0.9% |
| 30D | +6.2% | +13.7% | -7.5% | -0.3% |
| 3M | +9.3% | +13.8% | -4.5% | +2.3% |
| 6M | +4.4% | +29.7% | -25.3% | -9.2% |
| YTD | +23.7% | -12.6% | +36.4% | +29.2% |
| 1Y | +23.5% | -12.4% | +35.9% | +28.8% |
| 3Y | +35.8% | +14.1% | +21.7% | +22.2% |
| 5Y | +65.9% | +18.7% | +47.2% | +43.6% |
| 10Y | +423.1% | +276.2% | +146.9% | +144.6% |
| All | +1,084.6% | +1,473.8% | -389.2% | +126.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling