+94.2%
LIN vs RGTI
+31.1%
+63.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.5% | -9.5% | +0.8% |
| 7D | +0.1% | +21.6% | -21.5% | -0.2% |
| 30D | +7.6% | -7.5% | +15.1% | +7.6% |
| 3M | +6.5% | -27.6% | +34.2% | +6.9% |
| 6M | +6.2% | -31.5% | +37.7% | +6.3% |
| YTD | +23.2% | -41.4% | +64.6% | +23.5% |
| 1Y | +25.4% | -61.6% | +87.0% | +26.4% |
| 3Y | +38.3% | +1,136.2% | -1,097.9% | +24.0% |
| 5Y | +64.4% | +19.7% | +44.7% | +60.5% |
| All | +94.2% | +31.1% | +63.1% | +92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling