+3,620.0%
LIN vs IBB
+589.6%
+3,030.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.3% |
| 7D | +3.3% | +2.2% | +1.1% | +2.2% |
| 30D | +8.8% | +6.3% | +2.4% | +5.4% |
| 3M | +8.6% | +16.3% | -7.7% | +0.5% |
| 6M | +7.0% | +30.0% | -23.0% | -6.3% |
| YTD | +24.3% | +31.1% | -6.9% | +7.7% |
| 1Y | +27.3% | +42.0% | -14.7% | +6.0% |
| 3Y | +38.9% | +85.9% | -47.0% | -0.2% |
| 5Y | +69.4% | +38.4% | +31.0% | +38.7% |
| 10Y | +440.7% | +170.4% | +270.4% | +208.9% |
| All | +3,620.0% | +589.6% | +3,030.4% | +875.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling