-0.1%
LIN vs IJR
+21.8%
-21.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -4.0% | -1.1% | -2.8% | -3.8% |
| 30D | -4.9% | -3.6% | -1.3% | -4.3% |
| 3M | -9.2% | +2.3% | -11.5% | -9.7% |
| 6M | -2.6% | +14.3% | -16.9% | -4.8% |
| YTD | +10.5% | +19.3% | -8.8% | +6.5% |
| 1Y | -0.1% | +22.6% | -22.7% | -4.6% |
| All | -0.1% | +21.8% | -21.9% | -4.6% |
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