+1,038.3%
LIN vs IBKR
+1,190.5%
-152.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.3% |
| 7D | +0.2% | +11.8% | -11.6% | -3.2% |
| 30D | +6.2% | -7.0% | +13.2% | +8.0% |
| 3M | +9.3% | -11.2% | +20.5% | +12.3% |
| 6M | +4.4% | -3.7% | +8.0% | +3.7% |
| YTD | +23.7% | +26.8% | -3.1% | +11.3% |
| 1Y | +23.5% | +12.3% | +11.1% | +15.0% |
| 3Y | +35.8% | +301.2% | -265.4% | -21.8% |
| 5Y | +65.9% | +355.1% | -289.2% | -10.9% |
| 10Y | +423.1% | +841.5% | -418.4% | +105.0% |
| All | +1,038.3% | +1,190.5% | -152.1% | +199.9% |
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