+361.3%
LIN vs IBB
+132.1%
+229.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -2.1% | +1.4% | -3.5% | -2.7% |
| 30D | -2.4% | +10.5% | -12.9% | -6.9% |
| 3M | -5.6% | +23.6% | -29.2% | -14.5% |
| 6M | -3.4% | +22.6% | -26.0% | -12.5% |
| YTD | +13.1% | +25.7% | -12.6% | +1.0% |
| 1Y | +2.5% | +51.4% | -48.9% | -16.5% |
| 3Y | +27.6% | +64.4% | -36.8% | -1.6% |
| 5Y | +63.0% | +22.1% | +40.9% | +43.0% |
| All | +361.3% | +132.1% | +229.2% | +199.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling