+68.0%
LIN vs BUD
+50.9%
+17.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.3% |
| 7D | +3.6% | +7.1% | -3.5% | +1.0% |
| 30D | +6.4% | +12.7% | -6.3% | +1.8% |
| 3M | +6.5% | 0.0% | +6.5% | +6.3% |
| 6M | +4.9% | +7.6% | -2.7% | +1.6% |
| YTD | +23.4% | +35.0% | -11.6% | +9.1% |
| 1Y | +26.3% | +37.6% | -11.2% | +10.7% |
| 3Y | +38.0% | +51.5% | -13.5% | +13.4% |
| 5Y | +68.0% | +50.2% | +17.8% | +35.2% |
| All | +68.0% | +50.9% | +17.1% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling