+361.0%
LIN vs BTI
+67.9%
+293.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -2.1% | -1.4% | -0.7% | -1.7% |
| 30D | -2.4% | -6.6% | +4.2% | -0.3% |
| 3M | -5.6% | -3.0% | -2.6% | -4.9% |
| 6M | -3.4% | -6.7% | +3.3% | -1.8% |
| YTD | +13.1% | +0.6% | +12.5% | +12.0% |
| 1Y | +2.5% | +5.6% | -3.1% | -0.4% |
| 3Y | +27.6% | +110.3% | -82.7% | -4.1% |
| 5Y | +63.0% | +114.3% | -51.2% | +20.8% |
| All | +361.0% | +67.9% | +293.1% | +253.4% |
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