+11,596.6%
LIN vs PCG
+8.3%
+11,588.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | +3.3% | +1.9% | +1.4% | +3.0% |
| 30D | +8.8% | +8.5% | +0.3% | +7.6% |
| 3M | +8.6% | -22.9% | +31.5% | +11.6% |
| 6M | +7.0% | -16.8% | +23.8% | +8.8% |
| YTD | +24.3% | -15.8% | +40.1% | +26.0% |
| 1Y | +27.3% | -16.0% | +43.3% | +29.1% |
| 3Y | +38.9% | -18.9% | +57.9% | +40.6% |
| 5Y | +69.4% | +17.4% | +52.0% | +63.1% |
| 10Y | +440.7% | -76.4% | +517.1% | +461.2% |
| All | +11,596.6% | +8.3% | +11,588.2% | +8,379.2% |
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