+427.2%
LIN vs GIS
-17.4%
+444.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.2% |
| 7D | +0.3% | -4.6% | +4.9% | +1.5% |
| 30D | +8.0% | +6.6% | +1.4% | +6.2% |
| 3M | +7.7% | -8.1% | +15.8% | +9.6% |
| 6M | +5.1% | +4.9% | +0.1% | +3.2% |
| YTD | +24.7% | -21.4% | +46.1% | +31.3% |
| 1Y | +25.1% | -21.6% | +46.7% | +31.7% |
| 3Y | +36.8% | -39.3% | +76.1% | +52.6% |
| 5Y | +67.9% | -33.2% | +101.0% | +79.7% |
| 10Y | +427.2% | -17.3% | +444.5% | +420.3% |
| All | +427.2% | -17.4% | +444.6% | +420.3% |
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