-9.2%
IGV vs LIN
+25.4%
-34.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -9.9% | +7.6% | -17.5% | -8.6% |
| 3M | -1.2% | +6.5% | -7.7% | +0.1% |
| 6M | +11.3% | +6.2% | +5.1% | +13.1% |
| YTD | -4.0% | +23.2% | -27.2% | -3.2% |
| All | -9.2% | +25.4% | -34.6% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling