+25.7%
LIN vs FGI
+46.9%
-21.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.2% |
| 7D | +0.2% | -7.0% | +7.1% | +0.2% |
| 30D | +6.5% | -4.2% | +10.7% | +6.5% |
| 3M | +5.5% | +55.6% | -50.1% | +5.7% |
| 6M | +3.3% | -3.2% | +6.5% | +3.4% |
| YTD | +22.0% | +29.1% | -7.1% | +24.0% |
| 1Y | +25.7% | +51.0% | -25.2% | +28.2% |
| All | +25.7% | +46.9% | -21.2% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling