+63.3%
LIN vs IAG
+515.1%
-451.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.2% | -8.3% | -1.6% |
| 7D | +0.2% | +21.4% | -21.2% | -1.1% |
| 30D | +6.5% | +4.0% | +2.4% | +6.0% |
| 3M | +5.5% | +17.0% | -11.6% | +4.0% |
| 6M | +3.3% | +1.4% | +1.9% | +2.6% |
| YTD | +22.0% | +13.8% | +8.3% | +19.3% |
| 1Y | +25.7% | +55.8% | -30.1% | +19.8% |
| 3Y | +36.2% | +647.4% | -611.2% | +11.0% |
| All | +63.3% | +515.1% | -451.7% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling