+60.8%
LIN vs IJH
+48.9%
+12.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | -3.5% | +1.0% | -4.5% | -4.0% |
| 30D | -4.1% | -3.1% | -1.0% | -2.3% |
| 3M | -6.4% | +1.9% | -8.3% | -7.6% |
| 6M | -2.4% | +11.0% | -13.4% | -8.9% |
| YTD | +10.9% | +14.7% | -3.8% | +1.2% |
| 1Y | 0.0% | +15.6% | -15.6% | -9.4% |
| 3Y | +25.8% | +52.5% | -26.7% | -8.1% |
| 5Y | +60.8% | +49.1% | +11.8% | +16.4% |
| All | +60.8% | +48.9% | +12.0% | +16.4% |
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