+25.8%
LIN vs RGTI
+714.9%
-689.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.0% | -5.9% | -2.0% |
| 7D | -3.5% | +5.5% | -8.9% | -3.5% |
| 30D | -4.1% | -11.9% | +7.8% | -4.0% |
| 3M | -6.4% | -27.4% | +21.0% | -6.1% |
| 6M | -2.4% | -7.1% | +4.6% | -2.7% |
| YTD | +10.9% | -28.6% | +39.6% | +10.9% |
| 1Y | 0.0% | +4.4% | -4.3% | -1.0% |
| 3Y | +25.8% | +698.5% | -672.7% | +15.2% |
| All | +25.8% | +714.9% | -689.1% | +15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling