+417.3%
LIN vs AGI
+349.0%
+68.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.9% |
| 7D | +0.1% | +17.4% | -17.3% | -0.7% |
| 30D | +7.6% | -0.9% | +8.5% | +7.5% |
| 3M | +6.5% | -1.6% | +8.1% | +6.4% |
| 6M | +6.2% | -24.7% | +30.9% | +7.3% |
| YTD | +23.2% | -15.3% | +38.5% | +23.3% |
| 1Y | +25.4% | +5.5% | +19.9% | +24.0% |
| 3Y | +38.3% | +154.5% | -116.2% | +29.9% |
| 5Y | +64.4% | +310.6% | -246.2% | +50.3% |
| 10Y | +417.3% | +362.7% | +54.6% | +380.7% |
| All | +417.3% | +349.0% | +68.4% | +380.7% |
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