+1,079.7%
LIN vs BR
+1,480.9%
-401.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.5% |
| 7D | +0.1% | +4.4% | -4.3% | -1.9% |
| 30D | +7.6% | +16.3% | -8.7% | -0.1% |
| 3M | +6.5% | +16.2% | -9.7% | -1.4% |
| 6M | +6.2% | +30.3% | -24.1% | -7.8% |
| YTD | +23.2% | -12.2% | +35.4% | +28.4% |
| 1Y | +25.4% | -11.3% | +36.7% | +29.9% |
| 3Y | +38.3% | +15.2% | +23.0% | +23.9% |
| 5Y | +64.4% | +18.0% | +46.4% | +42.8% |
| 10Y | +417.3% | +268.7% | +148.6% | +144.3% |
| All | +1,079.7% | +1,480.9% | -401.2% | +124.6% |
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