+412.1%
LIN vs BUD
-4.3%
+416.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | +2.0% | +6.0% | -4.0% | -0.2% |
| 30D | +7.9% | +11.3% | -3.4% | +3.7% |
| 3M | +6.3% | +3.6% | +2.7% | +4.7% |
| 6M | +6.5% | +7.7% | -1.2% | +3.1% |
| YTD | +23.6% | +36.4% | -12.8% | +9.0% |
| 1Y | +25.7% | +37.8% | -12.1% | +10.4% |
| 3Y | +35.6% | +51.2% | -15.6% | +12.9% |
| 5Y | +65.9% | +53.4% | +12.5% | +35.2% |
| 10Y | +412.1% | -3.2% | +415.3% | +345.0% |
| All | +412.1% | -4.3% | +416.4% | +345.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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