+358.4%
LIN vs AGI
+373.6%
-15.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | -3.5% | +4.4% | -7.8% | -3.7% |
| 30D | -4.1% | +10.0% | -14.0% | -4.6% |
| 3M | -6.4% | +1.7% | -8.1% | -6.7% |
| 6M | -2.4% | -26.8% | +24.4% | -1.2% |
| YTD | +10.9% | -5.3% | +16.3% | +10.5% |
| 1Y | 0.0% | +11.5% | -11.5% | -1.4% |
| 3Y | +25.8% | +212.9% | -187.1% | +17.0% |
| 5Y | +60.8% | +388.8% | -327.9% | +46.0% |
| 10Y | +358.4% | +383.6% | -25.2% | +321.7% |
| All | +358.4% | +373.6% | -15.2% | +321.7% |
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