+25.7%
LIN vs PFG
+40.5%
-14.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -1.0% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | +6.5% | +2.0% | +4.5% | +6.4% |
| 3M | +5.5% | -3.2% | +8.6% | +5.8% |
| 6M | +3.3% | +10.9% | -7.6% | +2.6% |
| YTD | +22.0% | +28.8% | -6.8% | +19.2% |
| 1Y | +25.7% | +39.2% | -13.4% | +19.3% |
| All | +25.7% | +40.5% | -14.7% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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