+68.0%
LIN vs IWD
+70.2%
-2.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +1.6% |
| 7D | +3.6% | -0.9% | +4.5% | +4.4% |
| 30D | +6.4% | +2.6% | +3.7% | +3.9% |
| 3M | +6.5% | +1.2% | +5.2% | +5.2% |
| 6M | +4.9% | +12.1% | -7.3% | -5.5% |
| YTD | +23.4% | +24.1% | -0.7% | +1.1% |
| 1Y | +26.3% | +28.5% | -2.2% | +0.2% |
| 3Y | +38.0% | +79.5% | -41.5% | -22.0% |
| 5Y | +68.0% | +70.3% | -2.3% | +0.3% |
| All | +68.0% | +70.2% | -2.2% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling