+10,545.1%
LIN vs IP
+261.4%
+10,283.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.8% |
| 7D | -2.1% | -5.3% | +3.1% | -0.2% |
| 30D | -2.4% | -10.9% | +8.4% | +1.6% |
| 3M | -5.6% | +11.2% | -16.7% | -10.0% |
| 6M | -3.4% | -10.2% | +6.8% | -1.7% |
| YTD | +13.1% | -2.0% | +15.1% | +10.6% |
| 1Y | +2.5% | -19.1% | +21.6% | +6.8% |
| 3Y | +27.6% | +20.9% | +6.8% | +8.1% |
| 5Y | +63.0% | -17.8% | +80.9% | +58.0% |
| 10Y | +359.3% | +23.5% | +335.8% | +259.4% |
| All | +10,545.1% | +261.4% | +10,283.7% | +4,489.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling