+916.1%
IGV vs LIN
+3,562.7%
-2,646.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.0% |
| 7D | -8.3% | +3.6% | -11.9% | -10.3% |
| 30D | -10.9% | +6.4% | -17.3% | -14.2% |
| 3M | -2.3% | +6.5% | -8.8% | -6.1% |
| 6M | +12.2% | +4.9% | +7.3% | +7.9% |
| YTD | -6.3% | +23.4% | -29.7% | -18.8% |
| 1Y | -11.4% | +26.3% | -37.7% | -24.4% |
| 3Y | +41.5% | +38.0% | +3.6% | +13.4% |
| 5Y | +12.8% | +68.0% | -55.2% | -20.3% |
| 10Y | +354.7% | +437.1% | -82.5% | +54.5% |
| All | +916.1% | +3,562.7% | -2,646.6% | -5.0% |
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 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