+25.7%
LIN vs PCG
-20.1%
+45.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -1.0% |
| 7D | +0.2% | -1.6% | +1.8% | +0.3% |
| 30D | +6.5% | +1.4% | +5.1% | +6.4% |
| 3M | +5.5% | -23.4% | +28.9% | +7.6% |
| 6M | +3.3% | -19.4% | +22.7% | +4.5% |
| YTD | +22.0% | -18.5% | +40.5% | +22.9% |
| 1Y | +25.7% | -19.5% | +45.3% | +25.4% |
| All | +25.7% | -20.1% | +45.9% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling