+4,169.4%
LIN vs IBN
+1,726.4%
+2,443.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.2% | -5.3% | -2.0% |
| 7D | +0.2% | +15.1% | -14.9% | -2.8% |
| 30D | +6.5% | +21.6% | -15.2% | +2.0% |
| 3M | +5.5% | +11.2% | -5.7% | +3.0% |
| 6M | +3.3% | +27.8% | -24.4% | -2.2% |
| YTD | +22.0% | +14.7% | +7.4% | +17.9% |
| 1Y | +25.7% | +14.4% | +11.3% | +21.5% |
| 3Y | +36.2% | +52.1% | -15.9% | +22.8% |
| 5Y | +66.1% | +70.7% | -4.6% | +45.6% |
| 10Y | +431.0% | +385.5% | +45.4% | +259.3% |
| All | +4,169.4% | +1,726.4% | +2,443.0% | +1,902.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling