+25.0%
LIN vs IBKR
+290.1%
-265.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.8% |
| 7D | -3.5% | +0.6% | -4.1% | -3.5% |
| 30D | -4.1% | +3.7% | -7.8% | -4.5% |
| 3M | -6.4% | +4.2% | -10.6% | -7.0% |
| 6M | -2.4% | +36.6% | -39.1% | -5.9% |
| YTD | +10.9% | +41.9% | -30.9% | +6.2% |
| 1Y | 0.0% | +49.5% | -49.5% | -5.3% |
| All | +25.0% | +290.1% | -265.1% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling