+1,129.2%
LIN vs AG
+300.4%
+828.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.1% | -6.6% | +1.7% |
| 7D | +3.3% | -2.6% | +5.9% | +3.5% |
| 30D | +8.8% | -12.1% | +20.9% | +9.9% |
| 3M | +8.6% | -6.6% | +15.2% | +8.8% |
| 6M | +7.0% | -20.5% | +27.5% | +8.1% |
| YTD | +24.3% | -7.4% | +31.7% | +22.2% |
| 1Y | +27.3% | +33.4% | -6.1% | +20.2% |
| 3Y | +38.9% | +219.9% | -181.0% | +15.3% |
| 5Y | +69.4% | +23.1% | +46.3% | +50.6% |
| 10Y | +440.7% | +85.5% | +355.3% | +318.4% |
| All | +1,129.2% | +300.4% | +828.7% | +431.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling