+417.3%
LIN vs BTI
+114.6%
+302.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.4% |
| 7D | +0.1% | -2.9% | +3.1% | +1.1% |
| 30D | +7.6% | +8.3% | -0.7% | +4.8% |
| 3M | +6.5% | +2.9% | +3.6% | +5.3% |
| 6M | +6.2% | +6.2% | 0.0% | +3.5% |
| YTD | +23.2% | +10.9% | +12.3% | +18.0% |
| 1Y | +25.4% | +16.6% | +8.9% | +17.9% |
| 3Y | +38.3% | +142.2% | -103.9% | -1.0% |
| 5Y | +64.4% | +151.3% | -86.9% | +15.2% |
| 10Y | +417.3% | +113.9% | +303.4% | +268.0% |
| All | +417.3% | +114.6% | +302.8% | +268.0% |
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