+973.2%
IGV vs LIN
+3,255.9%
-2,282.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.3% | -1.7% |
| 7D | -4.5% | -2.1% | -2.4% | -3.3% |
| 30D | +3.2% | -2.4% | +5.6% | +4.6% |
| 3M | +4.5% | -5.6% | +10.1% | +7.4% |
| 6M | +22.1% | -3.4% | +25.5% | +23.0% |
| YTD | -1.0% | +13.1% | -14.1% | -9.5% |
| 1Y | -2.1% | +2.5% | -4.6% | -5.5% |
| 3Y | +44.6% | +27.6% | +17.0% | +21.4% |
| 5Y | +22.2% | +63.0% | -40.9% | -12.0% |
| 10Y | +364.7% | +359.3% | +5.4% | +73.4% |
| All | +973.2% | +3,255.9% | -2,282.8% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling