+68.5%
LIN vs IBN
+73.5%
-4.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +2.1% | +1.9% | +0.2% | +1.5% |
| 30D | +6.8% | +22.1% | -15.3% | -0.1% |
| 3M | +10.4% | +17.1% | -6.7% | +4.6% |
| 6M | +3.2% | +35.5% | -32.4% | -7.1% |
| YTD | +24.6% | +16.8% | +7.8% | +17.6% |
| 1Y | +24.4% | +12.4% | +12.0% | +19.1% |
| 3Y | +36.7% | +58.0% | -21.3% | +9.9% |
| All | +68.5% | +73.5% | -4.9% | +22.8% |
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 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