+25.7%
LIN vs PFGC
+13.7%
+12.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -1.0% |
| 7D | +0.2% | +8.5% | -8.3% | -0.6% |
| 30D | +6.5% | +15.0% | -8.5% | +5.2% |
| 3M | +5.5% | -6.2% | +11.7% | +5.2% |
| 6M | +3.3% | +15.7% | -12.4% | +3.1% |
| YTD | +22.0% | +19.6% | +2.5% | +20.3% |
| 1Y | +25.7% | +13.2% | +12.6% | +25.0% |
| All | +25.7% | +13.7% | +12.0% | +25.0% |
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