+38.7%
LIN vs FGI
+2.3%
+36.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.6% | +2.6% |
| 7D | +3.3% | +3.3% | -0.1% | +3.3% |
| 30D | +8.8% | -2.0% | +10.8% | +8.8% |
| 3M | +8.6% | +60.3% | -51.6% | +9.1% |
| 6M | +7.0% | +0.7% | +6.3% | +7.3% |
| YTD | +24.3% | +30.2% | -5.9% | +25.3% |
| 1Y | +27.3% | +44.4% | -17.1% | +28.5% |
| All | +38.7% | +2.3% | +36.4% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling