+59.7%
LIN vs IBKR
+489.2%
-429.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -4.0% | +1.3% | -5.3% | -4.2% |
| 30D | -4.9% | -0.3% | -4.6% | -5.1% |
| 3M | -9.2% | +4.7% | -13.9% | -10.4% |
| 6M | -2.6% | +34.0% | -36.6% | -8.9% |
| YTD | +10.5% | +40.8% | -30.3% | +1.8% |
| 1Y | -0.1% | +45.7% | -45.8% | -9.3% |
| 3Y | +25.4% | +288.4% | -263.0% | -17.3% |
| 5Y | +59.7% | +487.2% | -427.5% | -13.4% |
| All | +59.7% | +489.2% | -429.5% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling