+30.0%
LIN vs IBN
+32.1%
-2.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.8% |
| 7D | -2.1% | +1.4% | -3.5% | -2.3% |
| 30D | -2.4% | -0.3% | -2.1% | -2.4% |
| 3M | -5.6% | +17.1% | -22.7% | -8.0% |
| 6M | -3.4% | +3.4% | -6.8% | -4.0% |
| YTD | +13.1% | +2.5% | +10.6% | +12.4% |
| 1Y | +2.5% | -4.2% | +6.6% | +3.0% |
| All | +30.0% | +32.1% | -2.0% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling