+64.4%
LIN vs BUD
+51.0%
+13.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.5% |
| 7D | +0.1% | +1.3% | -1.2% | -0.4% |
| 30D | +7.6% | +10.0% | -2.5% | +3.9% |
| 3M | +6.5% | +1.6% | +5.0% | +5.7% |
| 6M | +6.2% | +6.5% | -0.3% | +3.3% |
| YTD | +23.2% | +34.8% | -11.6% | +8.9% |
| 1Y | +25.4% | +36.5% | -11.0% | +10.2% |
| 3Y | +38.3% | +49.0% | -10.7% | +14.6% |
| 5Y | +64.4% | +51.7% | +12.7% | +31.6% |
| All | +64.4% | +51.0% | +13.5% | +31.6% |
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