+24.4%
LIN vs AJG
+12.1%
+12.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.4% | +0.4% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | +6.8% | +19.4% | -12.6% | +4.6% |
| 3M | +10.4% | +11.9% | -1.5% | +9.0% |
| 6M | +3.2% | +48.3% | -45.1% | -0.3% |
| YTD | +24.6% | +10.3% | +14.3% | +26.1% |
| 1Y | +24.4% | +11.5% | +12.9% | +25.2% |
| All | +24.4% | +12.1% | +12.3% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling