+520.1%
LIN vs PFGC
+477.3%
+42.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +3.6% | +12.5% | -8.9% | +1.3% |
| 30D | +6.4% | +17.0% | -10.6% | +3.2% |
| 3M | +6.5% | -2.1% | +8.6% | +6.6% |
| 6M | +4.9% | +25.9% | -21.0% | +0.2% |
| YTD | +23.4% | +22.0% | +1.5% | +18.0% |
| 1Y | +26.3% | +14.8% | +11.5% | +22.1% |
| 3Y | +38.0% | +80.8% | -42.9% | +21.7% |
| 5Y | +68.0% | +126.0% | -58.0% | +40.6% |
| 10Y | +437.1% | +363.8% | +73.4% | +297.4% |
| All | +520.1% | +477.3% | +42.8% | +340.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling