+36.7%
LIN vs AGI
+127.5%
-90.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | +2.1% | -10.1% | +12.2% | +2.7% |
| 30D | +6.8% | -6.5% | +13.3% | +7.1% |
| 3M | +10.4% | -12.8% | +23.2% | +11.0% |
| 6M | +3.2% | -34.3% | +37.5% | +5.3% |
| YTD | +24.6% | -25.6% | +50.2% | +25.3% |
| 1Y | +24.4% | -14.2% | +38.6% | +23.5% |
| 3Y | +36.7% | +127.3% | -90.5% | +24.2% |
| All | +36.7% | +127.5% | -90.7% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling