+36.7%
LIN vs BTG
+82.1%
-45.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.7% |
| 7D | +2.1% | -9.1% | +11.2% | +2.6% |
| 30D | +6.8% | -1.6% | +8.4% | +6.7% |
| 3M | +10.4% | -2.8% | +13.2% | +10.3% |
| 6M | +3.2% | -7.6% | +10.8% | +3.0% |
| YTD | +24.6% | +10.2% | +14.4% | +22.4% |
| 1Y | +24.4% | +21.3% | +3.1% | +21.2% |
| 3Y | +36.7% | +82.7% | -45.9% | +28.4% |
| All | +36.7% | +82.1% | -45.3% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling