+64.4%
LIN vs IJH
+37.8%
+26.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.2% | -0.8% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | +7.6% | +1.3% | +6.3% | +6.6% |
| 3M | +6.5% | -4.1% | +10.6% | +9.0% |
| 6M | +6.2% | +1.1% | +5.1% | +5.1% |
| YTD | +23.2% | +13.6% | +9.6% | +13.0% |
| 1Y | +25.4% | +16.0% | +9.4% | +13.3% |
| 3Y | +38.3% | +60.9% | -22.6% | -3.2% |
| 5Y | +64.4% | +37.9% | +26.5% | +25.8% |
| All | +64.4% | +37.8% | +26.6% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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