+63.3%
LIN vs BTG
+47.1%
+16.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.4% |
| 7D | +0.2% | +17.4% | -17.2% | -1.3% |
| 30D | +6.5% | +8.0% | -1.5% | +5.5% |
| 3M | +5.5% | +32.5% | -27.0% | +2.0% |
| 6M | +3.3% | +21.6% | -18.2% | +0.4% |
| YTD | +22.0% | +21.2% | +0.8% | +17.4% |
| 1Y | +25.7% | +43.9% | -18.1% | +18.1% |
| 3Y | +36.2% | +78.6% | -42.4% | +20.9% |
| All | +63.3% | +47.1% | +16.2% | +45.9% |
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