+417.3%
LIN vs GIS
-17.6%
+434.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.4% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +7.6% | +10.1% | -2.5% | +4.9% |
| 3M | +6.5% | -3.7% | +10.2% | +7.2% |
| 6M | +6.2% | +4.3% | +1.9% | +4.4% |
| YTD | +23.2% | -19.8% | +43.0% | +29.1% |
| 1Y | +25.4% | -20.5% | +45.9% | +31.6% |
| 3Y | +38.3% | -38.3% | +76.6% | +53.6% |
| 5Y | +64.4% | -32.2% | +96.6% | +75.4% |
| 10Y | +417.3% | -18.0% | +435.3% | +411.7% |
| All | +417.3% | -17.6% | +434.9% | +411.7% |
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