+27.3%
LIN vs PFGC
+12.5%
+14.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.5% | -11.0% | +1.4% |
| 7D | +3.3% | +13.9% | -10.6% | +2.1% |
| 30D | +8.8% | +18.4% | -9.6% | +7.2% |
| 3M | +8.6% | -2.5% | +11.2% | +8.1% |
| 6M | +7.0% | +26.0% | -19.0% | +6.6% |
| YTD | +24.3% | +21.9% | +2.4% | +22.3% |
| 1Y | +27.3% | +13.4% | +13.9% | +26.8% |
| All | +27.3% | +12.5% | +14.8% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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