+3,293.4%
LIN vs PFG
+978.4%
+2,315.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.2% | +0.5% |
| 7D | +3.6% | -0.7% | +4.3% | +3.8% |
| 30D | +6.4% | +2.8% | +3.5% | +5.3% |
| 3M | +6.5% | -1.0% | +7.5% | +6.5% |
| 6M | +4.9% | +13.6% | -8.7% | +0.2% |
| YTD | +23.4% | +31.1% | -7.6% | +12.3% |
| 1Y | +26.3% | +43.8% | -17.5% | +11.4% |
| 3Y | +38.0% | +75.0% | -37.0% | +12.9% |
| 5Y | +68.0% | +95.2% | -27.3% | +31.5% |
| 10Y | +437.1% | +207.5% | +229.6% | +246.1% |
| All | +3,293.4% | +978.4% | +2,315.0% | +1,098.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling