+30.0%
LIN vs IBB
+64.8%
-34.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -2.1% | +1.4% | -3.5% | -2.5% |
| 30D | -2.4% | +10.5% | -12.9% | -5.2% |
| 3M | -5.6% | +23.6% | -29.2% | -11.2% |
| 6M | -3.4% | +22.6% | -26.0% | -9.1% |
| YTD | +13.1% | +25.7% | -12.6% | +5.5% |
| 1Y | +2.5% | +51.4% | -48.9% | -10.6% |
| All | +30.0% | +64.8% | -34.8% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling