+427.2%
LIN vs IBN
+389.8%
+37.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +0.3% | +11.1% | -10.8% | -2.7% |
| 30D | +8.0% | +23.9% | -15.8% | +1.4% |
| 3M | +7.7% | +16.3% | -8.6% | +2.9% |
| 6M | +5.1% | +34.2% | -29.2% | -3.8% |
| YTD | +24.7% | +17.6% | +7.2% | +18.2% |
| 1Y | +25.1% | +13.8% | +11.2% | +19.6% |
| 3Y | +36.8% | +57.0% | -20.2% | +17.1% |
| 5Y | +67.9% | +75.3% | -7.5% | +37.7% |
| 10Y | +427.2% | +388.7% | +38.5% | +238.8% |
| All | +427.2% | +389.8% | +37.3% | +238.8% |
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