+23.5%
LIN vs IR
+10.1%
+13.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +0.2% | +4.3% | -4.0% | -0.2% |
| 30D | +6.2% | +8.1% | -1.9% | +5.2% |
| 3M | +9.3% | +0.7% | +8.6% | +9.2% |
| 6M | +4.4% | +16.6% | -12.2% | +2.6% |
| YTD | +23.7% | +7.8% | +16.0% | +21.0% |
| 1Y | +23.5% | +9.9% | +13.5% | +18.6% |
| All | +23.5% | +10.1% | +13.3% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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