+30.0%
LIN vs AG
+260.2%
-230.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.9% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | -2.4% | +19.2% | -21.6% | -3.3% |
| 3M | -5.6% | +6.2% | -11.7% | -6.1% |
| 6M | -3.4% | -26.7% | +23.3% | -2.5% |
| YTD | +13.1% | +26.1% | -13.0% | +10.7% |
| 1Y | +2.5% | +131.7% | -129.2% | -3.4% |
| All | +30.0% | +260.2% | -230.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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