+427.2%
LIN vs BTI
+124.3%
+302.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +0.3% | -3.0% | +3.4% | +1.3% |
| 30D | +8.0% | +9.8% | -1.7% | +4.7% |
| 3M | +7.7% | +9.2% | -1.5% | +4.5% |
| 6M | +5.1% | +4.0% | +1.0% | +3.1% |
| YTD | +24.7% | +12.7% | +12.0% | +18.7% |
| 1Y | +25.1% | +15.9% | +9.1% | +17.8% |
| 3Y | +36.8% | +148.9% | -112.1% | -3.3% |
| 5Y | +67.9% | +152.8% | -84.9% | +16.9% |
| 10Y | +427.2% | +124.2% | +303.0% | +244.5% |
| All | +427.2% | +124.3% | +302.9% | +244.5% |
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