+65.9%
LIN vs IEF
-8.1%
+74.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +0.2% | -1.9% | +2.2% | +0.6% |
| 30D | +6.2% | +1.1% | +5.1% | +6.0% |
| 3M | +9.3% | -1.9% | +11.3% | +9.7% |
| 6M | +4.4% | -2.4% | +6.7% | +4.8% |
| YTD | +23.7% | -3.0% | +26.8% | +24.4% |
| 1Y | +23.5% | -3.1% | +26.6% | +24.2% |
| 3Y | +35.8% | +10.7% | +25.1% | +34.1% |
| 5Y | +65.9% | -8.0% | +73.9% | +49.6% |
| All | +65.9% | -8.1% | +74.0% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling