+417.5%
LIN vs GIS
-14.2%
+431.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.5% |
| 7D | +0.2% | +3.6% | -3.4% | -0.7% |
| 30D | +6.5% | +13.9% | -7.4% | +3.0% |
| 3M | +5.5% | +0.3% | +5.2% | +5.1% |
| 6M | +3.3% | +5.0% | -1.6% | +1.5% |
| YTD | +22.0% | -18.4% | +40.4% | +27.3% |
| 1Y | +25.7% | -17.4% | +43.2% | +30.7% |
| 3Y | +36.2% | -36.9% | +73.2% | +50.4% |
| 5Y | +66.1% | -30.4% | +96.4% | +76.0% |
| All | +417.5% | -14.2% | +431.6% | +405.9% |
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