+412.1%
LIN vs IBN
+364.2%
+47.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -1.0% | -0.1% |
| 7D | +2.0% | +15.8% | -13.8% | -2.3% |
| 30D | +7.9% | +25.1% | -17.2% | +1.0% |
| 3M | +6.3% | +16.0% | -9.7% | +1.6% |
| 6M | +6.5% | +32.8% | -26.3% | -2.2% |
| YTD | +23.6% | +18.0% | +5.5% | +17.0% |
| 1Y | +25.7% | +15.9% | +9.8% | +19.6% |
| 3Y | +35.6% | +57.6% | -22.0% | +15.8% |
| 5Y | +65.9% | +74.7% | -8.8% | +36.2% |
| 10Y | +412.1% | +373.9% | +38.1% | +227.9% |
| All | +412.1% | +364.2% | +47.9% | +227.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling