+72.3%
LIN vs RGTI
+53.1%
+19.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.1% |
| 7D | -4.3% | -0.1% | -4.1% | -4.3% |
| 30D | -5.6% | -16.2% | +10.6% | -5.4% |
| 3M | -9.0% | -22.0% | +13.0% | -8.8% |
| 6M | -2.5% | -10.8% | +8.3% | -2.7% |
| YTD | +9.3% | -31.6% | +40.9% | +9.4% |
| 1Y | -1.0% | -6.4% | +5.3% | -2.0% |
| 3Y | +24.0% | +665.7% | -641.6% | +12.4% |
| 5Y | +59.1% | +55.6% | +3.5% | +52.9% |
| All | +72.3% | +53.1% | +19.1% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 10y: compounded portfolio wealth divided by compounded RGTI 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…
10y analysis · Full analysis span regression · 6 months rolling