+68.5%
LIN vs GIS
-33.3%
+101.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.2% |
| 7D | +2.1% | -3.4% | +5.4% | +2.8% |
| 30D | +6.8% | +6.9% | -0.1% | +5.3% |
| 3M | +10.4% | -10.1% | +20.5% | +12.4% |
| 6M | +3.2% | +5.9% | -2.7% | +1.6% |
| YTD | +24.6% | -21.1% | +45.7% | +29.9% |
| 1Y | +24.4% | -22.5% | +46.9% | +30.2% |
| 3Y | +36.7% | -39.0% | +75.7% | +49.1% |
| All | +68.5% | -33.3% | +101.8% | +74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling