+24.4%
LIN vs IBKR
+13.3%
+11.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.7% |
| 7D | +2.1% | +7.9% | -5.8% | +2.1% |
| 30D | +6.8% | -2.8% | +9.6% | +6.8% |
| 3M | +10.4% | -10.5% | +20.8% | +10.6% |
| 6M | +3.2% | -3.7% | +6.9% | +3.2% |
| YTD | +24.6% | +27.6% | -3.0% | +24.1% |
| 1Y | +24.4% | +22.5% | +1.9% | +23.6% |
| All | +24.4% | +13.3% | +11.1% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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