+72.7%
LIN vs BTDR
+23.8%
+48.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -1.0% |
| 7D | -2.1% | +20.0% | -22.1% | -2.3% |
| 30D | -2.4% | +11.9% | -14.4% | -2.5% |
| 3M | -5.6% | -36.9% | +31.4% | -5.3% |
| 6M | -3.4% | +56.5% | -59.9% | -4.0% |
| YTD | +13.1% | +10.4% | +2.7% | +12.6% |
| 1Y | +2.5% | +3.1% | -0.6% | +1.7% |
| 3Y | +27.6% | -2.6% | +30.2% | +25.4% |
| 5Y | +63.0% | +25.2% | +37.9% | +60.4% |
| All | +72.7% | +23.8% | +48.9% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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