+25.4%
LIN vs IEF
-1.4%
+26.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +7.6% | +2.7% | +4.9% | +6.6% |
| 3M | +6.5% | -0.8% | +7.3% | +7.1% |
| 6M | +6.2% | -1.7% | +7.9% | +7.0% |
| YTD | +23.2% | -1.6% | +24.9% | +24.3% |
| All | +25.4% | -1.4% | +26.8% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling