+362.3%
IGV vs LIN
+418.8%
-56.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.4% |
| 7D | -1.3% | +0.3% | -1.6% | -1.4% |
| 30D | -8.1% | +8.0% | -16.2% | -12.1% |
| 3M | -1.6% | +7.7% | -9.3% | -5.8% |
| 6M | +12.7% | +5.1% | +7.7% | +8.7% |
| YTD | -3.3% | +24.7% | -28.0% | -16.3% |
| 1Y | -7.9% | +25.1% | -33.0% | -20.6% |
| 3Y | +40.3% | +36.8% | +3.5% | +13.4% |
| 5Y | +17.3% | +67.9% | -50.5% | -17.1% |
| 10Y | +362.3% | +427.2% | -64.9% | +74.0% |
| All | +362.3% | +418.8% | -56.6% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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