+77.3%
LIN vs FGI
-70.3%
+147.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +3.6% | -11.6% | +15.2% | +3.6% |
| 30D | +6.4% | -3.3% | +9.7% | +6.4% |
| 3M | +6.5% | +65.6% | -59.1% | +6.2% |
| 6M | +4.9% | -2.8% | +7.6% | +4.7% |
| YTD | +23.4% | +30.1% | -6.7% | +23.1% |
| 1Y | +26.3% | +50.2% | -23.8% | +25.7% |
| 3Y | +38.0% | -0.4% | +38.4% | +37.7% |
| All | +77.3% | -70.3% | +147.6% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling