+10,545.1%
LIN vs PCG
+15.1%
+10,530.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.3% |
| 7D | -2.1% | -13.9% | +11.7% | -0.7% |
| 30D | -2.4% | -16.9% | +14.4% | -0.6% |
| 3M | -5.6% | -14.7% | +9.2% | -4.2% |
| 6M | -3.4% | -23.8% | +20.4% | -0.6% |
| YTD | +13.1% | -10.5% | +23.6% | +14.0% |
| 1Y | +2.5% | -5.1% | +7.6% | +2.4% |
| 3Y | +27.6% | -11.6% | +39.2% | +27.9% |
| 5Y | +63.0% | +59.0% | +4.0% | +51.4% |
| 10Y | +359.3% | -75.7% | +435.0% | +376.4% |
| All | +10,545.1% | +15.1% | +10,530.0% | +7,565.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling