+361.3%
LIN vs GIS
-21.4%
+382.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.3% |
| 7D | -2.1% | -7.8% | +5.7% | -0.1% |
| 30D | -2.4% | +6.6% | -9.0% | -4.0% |
| 3M | -5.6% | +21.0% | -26.5% | -10.2% |
| 6M | -3.4% | -9.1% | +5.7% | -1.5% |
| YTD | +13.1% | -13.6% | +26.7% | +16.6% |
| 1Y | +2.5% | -18.0% | +20.5% | +7.0% |
| 3Y | +27.6% | -33.7% | +61.3% | +39.5% |
| 5Y | +63.0% | -19.4% | +82.5% | +66.1% |
| All | +361.3% | -21.4% | +382.6% | +370.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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