+25.7%
LIN vs BTI
+19.1%
+6.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.3% | -0.5% |
| 7D | +0.2% | -1.0% | +1.2% | +0.4% |
| 30D | +6.5% | +13.0% | -6.5% | +4.3% |
| 3M | +5.5% | +5.3% | +0.1% | +4.5% |
| 6M | +3.3% | +5.3% | -2.0% | +2.6% |
| YTD | +22.0% | +12.4% | +9.6% | +20.5% |
| 1Y | +25.7% | +18.9% | +6.8% | +22.3% |
| All | +25.7% | +19.1% | +6.6% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling