+62.4%
LIN vs FGI
-70.4%
+132.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.5% | -8.5% | -1.0% |
| 7D | -2.1% | +0.5% | -2.7% | -2.1% |
| 30D | -2.4% | +65.4% | -67.8% | -2.7% |
| 3M | -5.6% | +23.5% | -29.1% | -5.8% |
| 6M | -3.4% | +60.5% | -63.9% | -3.7% |
| YTD | +13.1% | +30.0% | -16.9% | +12.8% |
| 1Y | +2.5% | +82.1% | -79.6% | +1.6% |
| 3Y | +27.6% | -4.4% | +32.0% | +27.5% |
| All | +62.4% | -70.4% | +132.8% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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