+10,545.1%
LIN vs GFI
+824.6%
+9,720.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | -2.1% | +3.1% | -5.3% | -2.3% |
| 30D | -2.4% | +27.1% | -29.5% | -4.0% |
| 3M | -5.6% | +21.2% | -26.7% | -7.0% |
| 6M | -3.4% | -4.5% | +1.1% | -3.7% |
| YTD | +13.1% | +11.7% | +1.4% | +11.3% |
| 1Y | +2.5% | +46.0% | -43.6% | -1.4% |
| 3Y | +27.6% | +309.6% | -281.9% | +13.0% |
| 5Y | +63.0% | +506.0% | -443.0% | +38.3% |
| 10Y | +359.3% | +1,009.2% | -649.9% | +257.6% |
| All | +10,545.1% | +824.6% | +9,720.5% | +7,909.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling