+417.3%
LIN vs RJF
+371.5%
+45.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | -0.2% |
| 7D | +0.1% | +3.4% | -3.3% | -1.2% |
| 30D | +7.6% | +5.9% | +1.6% | +5.1% |
| 3M | +6.5% | -4.6% | +11.2% | +8.2% |
| 6M | +6.2% | +9.5% | -3.3% | +1.9% |
| YTD | +23.2% | +6.0% | +17.3% | +18.8% |
| 1Y | +25.4% | +4.3% | +21.1% | +21.4% |
| 3Y | +38.3% | +76.6% | -38.3% | +4.6% |
| 5Y | +64.4% | +80.6% | -16.2% | +20.4% |
| 10Y | +417.3% | +346.5% | +70.8% | +172.8% |
| All | +417.3% | +371.5% | +45.8% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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