+412.1%
LIN vs AGI
+335.7%
+76.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.3% | +5.6% | +0.6% |
| 7D | +2.0% | +13.9% | -11.9% | +1.3% |
| 30D | +7.9% | -6.2% | +14.1% | +8.1% |
| 3M | +6.3% | -6.9% | +13.3% | +6.5% |
| 6M | +6.5% | -28.7% | +35.2% | +7.9% |
| YTD | +23.6% | -19.8% | +43.4% | +24.0% |
| 1Y | +25.7% | -4.8% | +30.5% | +25.0% |
| 3Y | +35.6% | +144.3% | -108.7% | +27.6% |
| 5Y | +65.9% | +277.2% | -211.4% | +52.0% |
| 10Y | +412.1% | +365.9% | +46.2% | +373.8% |
| All | +412.1% | +335.7% | +76.4% | +373.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling