+3,905.6%
LIN vs IWD
+754.2%
+3,151.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.1% |
| 7D | +3.3% | +2.5% | +0.7% | +0.8% |
| 30D | +8.8% | +6.0% | +2.8% | +2.9% |
| 3M | +8.6% | +3.8% | +4.9% | +4.8% |
| 6M | +7.0% | +16.3% | -9.3% | -7.6% |
| YTD | +24.3% | +27.5% | -3.2% | -2.0% |
| 1Y | +27.3% | +32.8% | -5.5% | -3.6% |
| 3Y | +38.9% | +84.3% | -45.4% | -23.8% |
| 5Y | +69.4% | +75.7% | -6.3% | -2.5% |
| 10Y | +440.7% | +220.9% | +219.8% | +73.3% |
| All | +3,905.6% | +754.2% | +3,151.4% | +386.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling