+2,586.0%
LIN vs AGI
+4,691.5%
-2,105.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.6% | -1.3% |
| 7D | +0.2% | +16.0% | -15.8% | -0.8% |
| 30D | +6.5% | +1.0% | +5.5% | +6.3% |
| 3M | +5.5% | +2.5% | +3.0% | +5.1% |
| 6M | +3.3% | -24.0% | +27.4% | +4.7% |
| YTD | +22.0% | -17.2% | +39.3% | +22.4% |
| 1Y | +25.7% | +4.9% | +20.9% | +24.1% |
| 3Y | +36.2% | +142.6% | -106.3% | +26.3% |
| 5Y | +66.1% | +315.2% | -249.1% | +47.7% |
| 10Y | +431.0% | +338.5% | +92.5% | +353.2% |
| All | +2,586.0% | +4,691.5% | -2,105.5% | +1,943.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling