+3,833.2%
LIN vs IWF
+649.6%
+3,183.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -2.1% |
| 7D | +0.2% | -5.0% | +5.2% | +3.9% |
| 30D | +6.5% | -13.2% | +19.7% | +18.0% |
| 3M | +5.5% | -9.4% | +14.9% | +12.8% |
| 6M | +3.3% | -8.6% | +11.9% | +8.7% |
| YTD | +22.0% | -5.3% | +27.3% | +24.0% |
| 1Y | +25.7% | -5.0% | +30.7% | +27.1% |
| 3Y | +36.2% | +64.6% | -28.4% | -15.2% |
| 5Y | +66.1% | +50.8% | +15.3% | +8.6% |
| 10Y | +431.0% | +385.7% | +45.3% | +24.2% |
| All | +3,833.2% | +649.6% | +3,183.6% | +354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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