+940.5%
LIN vs IBKR
+1,369.6%
-429.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -2.1% | -3.3% | +1.2% | -1.3% |
| 30D | -2.4% | +4.5% | -6.9% | -4.1% |
| 3M | -5.6% | +6.5% | -12.1% | -8.2% |
| 6M | -3.4% | +34.2% | -37.6% | -13.3% |
| YTD | +13.1% | +44.5% | -31.3% | -1.6% |
| 1Y | +2.5% | +44.7% | -42.2% | -11.7% |
| 3Y | +27.6% | +306.7% | -279.1% | -26.1% |
| 5Y | +63.0% | +489.9% | -426.8% | -19.2% |
| 10Y | +359.3% | +1,019.5% | -660.2% | +71.2% |
| All | +940.5% | +1,369.6% | -429.2% | +165.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling