+38.8%
IGV vs LIN
+37.9%
+0.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.4% |
| 7D | +2.3% | +2.1% | +0.2% | +1.8% |
| 30D | -6.0% | +6.8% | -12.8% | -7.6% |
| 3M | -4.8% | +10.4% | -15.2% | -7.3% |
| 6M | +14.2% | +3.2% | +11.1% | +13.0% |
| YTD | -4.2% | +24.6% | -28.8% | -13.5% |
| 1Y | -5.3% | +24.4% | -29.7% | -14.3% |
| 3Y | +38.8% | +36.7% | +2.0% | +24.9% |
| All | +38.8% | +37.9% | +0.9% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling