+25.4%
LIN vs IAG
+52.4%
-27.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.8% | -4.8% | +0.8% |
| 7D | +0.1% | +24.0% | -23.9% | -0.4% |
| 30D | +7.6% | +5.5% | +2.0% | +7.3% |
| 3M | +6.5% | +8.3% | -1.8% | +6.2% |
| 6M | +6.2% | +6.1% | +0.1% | +5.6% |
| YTD | +23.2% | +20.3% | +2.9% | +22.2% |
| All | +25.4% | +52.4% | -27.0% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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