+27.3%
LIN vs IJR
+24.2%
+3.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.2% | +2.4% |
| 7D | +3.3% | +2.3% | +1.0% | +2.9% |
| 30D | +8.8% | +2.8% | +6.0% | +8.3% |
| 3M | +8.6% | -4.6% | +13.3% | +9.4% |
| 6M | +7.0% | +5.7% | +1.3% | +6.0% |
| YTD | +24.3% | +19.9% | +4.4% | +20.1% |
| 1Y | +27.3% | +24.2% | +3.1% | +21.2% |
| All | +27.3% | +24.2% | +3.1% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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