+417.3%
LIN vs BWA
+101.5%
+315.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.4% | -4.4% | -0.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +7.6% | -16.1% | +23.7% | +12.7% |
| 3M | +6.5% | -24.6% | +31.2% | +14.7% |
| 6M | +6.2% | -15.7% | +21.9% | +9.8% |
| YTD | +23.2% | +15.1% | +8.2% | +13.7% |
| 1Y | +25.4% | +15.9% | +9.6% | +15.3% |
| 3Y | +38.3% | +67.1% | -28.8% | +9.3% |
| 5Y | +64.4% | +34.7% | +29.7% | +35.5% |
| 10Y | +417.3% | +99.5% | +317.8% | +266.6% |
| All | +417.3% | +101.5% | +315.8% | +266.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling