+61.9%
LIN vs BUD
+46.3%
+15.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -2.1% | +0.3% | -2.4% | -2.2% |
| 30D | -2.4% | -5.7% | +3.2% | -0.5% |
| 3M | -5.6% | +3.1% | -8.7% | -6.8% |
| 6M | -3.4% | +7.9% | -11.3% | -6.5% |
| YTD | +13.1% | +27.3% | -14.2% | +2.6% |
| 1Y | +2.5% | +37.8% | -35.3% | -9.9% |
| 3Y | +27.6% | +49.8% | -22.2% | +5.8% |
| All | +61.9% | +46.3% | +15.6% | +33.4% |
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