+431.5%
LIN vs AJG
+538.5%
-107.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.4% | -0.3% |
| 7D | +2.1% | +0.5% | +1.6% | +1.8% |
| 30D | +6.8% | +19.4% | -12.6% | -2.5% |
| 3M | +10.4% | +11.9% | -1.5% | +3.6% |
| 6M | +3.2% | +48.3% | -45.1% | -17.1% |
| YTD | +24.6% | +10.3% | +14.3% | +15.9% |
| 1Y | +24.4% | +11.5% | +12.9% | +14.8% |
| 3Y | +36.7% | +17.5% | +19.2% | +18.2% |
| 5Y | +67.0% | +79.8% | -12.8% | +9.0% |
| All | +431.5% | +538.5% | -107.0% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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