+30.0%
LIN vs IWD
+70.7%
-40.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.5% |
| 7D | -2.1% | -0.3% | -1.8% | -1.9% |
| 30D | -2.4% | +0.6% | -3.0% | -2.8% |
| 3M | -5.6% | +7.2% | -12.8% | -10.2% |
| 6M | -3.4% | +16.2% | -19.6% | -13.3% |
| YTD | +13.1% | +23.3% | -10.2% | -3.0% |
| 1Y | +2.5% | +29.6% | -27.1% | -15.5% |
| All | +30.0% | +70.7% | -40.6% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling