+35.6%
LIN vs BUD
+51.6%
-16.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | +2.0% | +6.0% | -4.0% | +0.5% |
| 30D | +7.9% | +11.3% | -3.4% | +5.1% |
| 3M | +6.3% | +3.6% | +2.7% | +5.3% |
| 6M | +6.5% | +7.7% | -1.2% | +4.2% |
| YTD | +23.6% | +36.4% | -12.8% | +13.5% |
| 1Y | +25.7% | +37.8% | -12.1% | +15.1% |
| 3Y | +35.6% | +51.2% | -15.6% | +18.2% |
| All | +35.6% | +51.6% | -16.0% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling