+11,518.3%
LIN vs BTI
+5,807.6%
+5,710.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +3.6% | +3.3% | +0.3% | +2.7% |
| 30D | +6.4% | +19.0% | -12.6% | +1.6% |
| 3M | +6.5% | +6.4% | +0.1% | +4.6% |
| 6M | +4.9% | +7.7% | -2.8% | +2.4% |
| YTD | +23.4% | +14.6% | +8.8% | +18.3% |
| 1Y | +26.3% | +22.0% | +4.3% | +18.9% |
| 3Y | +38.0% | +148.4% | -110.4% | +6.5% |
| 5Y | +68.0% | +161.3% | -93.3% | +27.3% |
| 10Y | +437.1% | +119.5% | +317.6% | +314.6% |
| All | +11,518.3% | +5,807.6% | +5,710.7% | +5,032.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling