+23.5%
LIN vs AGI
-12.3%
+35.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | -0.6% |
| 7D | +0.2% | -7.5% | +7.7% | +0.6% |
| 30D | +6.2% | -9.9% | +16.0% | +6.5% |
| 3M | +9.3% | -14.2% | +23.5% | +9.8% |
| 6M | +4.4% | -35.2% | +39.6% | +5.5% |
| YTD | +23.7% | -25.2% | +49.0% | +23.5% |
| 1Y | +23.5% | -14.3% | +37.8% | +20.5% |
| All | +23.5% | -12.3% | +35.7% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling