+78.2%
LIN vs RGTI
+53.5%
+24.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | -2.5% | +0.4% | -2.1% |
| 30D | -2.4% | -9.4% | +7.0% | -2.3% |
| 3M | -5.6% | -37.1% | +31.5% | -5.1% |
| 6M | -3.4% | -14.4% | +11.0% | -3.6% |
| YTD | +13.1% | -31.4% | +44.5% | +13.2% |
| 1Y | +2.5% | +0.5% | +1.9% | +1.4% |
| 3Y | +27.6% | +726.1% | -698.5% | +15.4% |
| 5Y | +63.0% | +56.2% | +6.8% | +56.6% |
| All | +78.2% | +53.5% | +24.7% | +76.2% |
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