+412.1%
LIN vs GFI
+1,145.5%
-733.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.0% | +7.3% | +0.6% |
| 7D | +2.0% | +10.4% | -8.4% | +1.5% |
| 30D | +7.9% | +3.6% | +4.3% | +7.6% |
| 3M | +6.3% | -5.1% | +11.4% | +6.3% |
| 6M | +6.5% | -13.0% | +19.5% | +6.8% |
| YTD | +23.6% | -8.0% | +31.6% | +23.0% |
| 1Y | +25.7% | -5.0% | +30.8% | +24.8% |
| 3Y | +35.6% | +228.8% | -193.2% | +24.5% |
| 5Y | +65.9% | +354.4% | -288.5% | +47.7% |
| 10Y | +412.1% | +1,238.7% | -826.7% | +365.8% |
| All | +412.1% | +1,145.5% | -733.4% | +365.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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