+26.3%
LIN vs IP
-1.7%
+28.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.2% |
| 7D | +3.6% | -5.0% | +8.6% | +4.2% |
| 30D | +6.4% | +6.5% | -0.1% | +5.6% |
| 3M | +6.5% | -18.0% | +24.5% | +9.2% |
| 6M | +4.9% | +10.3% | -5.5% | +4.3% |
| YTD | +23.4% | -9.9% | +33.3% | +24.1% |
| 1Y | +26.3% | -1.1% | +27.4% | +24.5% |
| All | +26.3% | -1.7% | +28.0% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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