+427.9%
LIN vs BTI
+128.6%
+299.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.2% | -3.2% | +3.5% | +1.3% |
| 30D | +6.2% | +9.7% | -3.5% | +3.0% |
| 3M | +9.3% | +11.1% | -1.7% | +5.5% |
| 6M | +4.4% | -1.2% | +5.6% | +4.3% |
| YTD | +23.7% | +12.7% | +11.1% | +17.8% |
| 1Y | +23.5% | +15.8% | +7.7% | +16.3% |
| 3Y | +35.8% | +148.9% | -113.1% | -4.1% |
| 5Y | +65.9% | +151.9% | -86.0% | +15.6% |
| All | +427.9% | +128.6% | +299.2% | +243.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling