+830.8%
LIN vs BUD
+201.1%
+629.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.3% |
| 3M | -5.6% | +3.1% | -8.7% | -6.9% |
| 6M | -3.4% | +7.9% | -11.3% | -6.7% |
| YTD | +13.1% | +27.3% | -14.2% | +2.3% |
| 1Y | +2.5% | +37.8% | -35.3% | -10.2% |
| 3Y | +27.6% | +49.8% | -22.2% | +6.1% |
| 5Y | +63.0% | +43.8% | +19.2% | +35.7% |
| 10Y | +359.3% | -22.6% | +381.9% | +352.8% |
| All | +830.8% | +201.1% | +629.7% | +388.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling