+61.9%
LIN vs BTG
+72.3%
-10.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.8% |
| 7D | -2.1% | -0.9% | -1.2% | -2.1% |
| 30D | -2.4% | +36.8% | -39.3% | -5.7% |
| 3M | -5.6% | +23.1% | -28.7% | -8.0% |
| 6M | -3.4% | +3.5% | -6.9% | -4.4% |
| YTD | +13.1% | +25.5% | -12.4% | +8.7% |
| 1Y | +2.5% | +40.1% | -37.6% | -3.6% |
| 3Y | +27.6% | +101.1% | -73.5% | +11.3% |
| All | +61.9% | +72.3% | -10.4% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling