+68.0%
LIN vs IBN
+63.6%
+4.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.1% | -4.7% | -2.0% |
| 7D | +3.6% | +11.7% | -8.1% | -0.1% |
| 30D | +6.4% | +16.1% | -9.7% | +1.2% |
| 3M | +6.5% | +7.0% | -0.5% | +4.0% |
| 6M | +4.9% | +26.1% | -21.2% | -3.3% |
| YTD | +23.4% | +10.1% | +13.4% | +18.8% |
| 1Y | +26.3% | +8.0% | +18.3% | +22.4% |
| 3Y | +38.0% | +46.0% | -8.0% | +14.2% |
| 5Y | +68.0% | +63.9% | +4.1% | +25.0% |
| All | +68.0% | +63.6% | +4.4% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling