+11,626.0%
LIN vs BRO
+18,933.6%
-7,307.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.1% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | +6.8% | +11.3% | -4.5% | +3.0% |
| 3M | +10.4% | +0.7% | +9.7% | +9.6% |
| 6M | +3.2% | +32.9% | -29.8% | -6.6% |
| YTD | +24.6% | -8.8% | +33.4% | +26.2% |
| 1Y | +24.4% | -9.2% | +33.6% | +26.1% |
| 3Y | +36.7% | +0.1% | +36.7% | +33.0% |
| 5Y | +67.0% | +15.6% | +51.4% | +53.6% |
| 10Y | +426.7% | +300.2% | +126.5% | +238.5% |
| All | +11,626.0% | +18,933.6% | -7,307.6% | +4,596.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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