+431.5%
LIN vs RSG
+452.6%
-21.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | +2.5% | -0.4% | +0.6% |
| 30D | +6.8% | +12.7% | -5.9% | -1.0% |
| 3M | +10.4% | +17.9% | -7.6% | -0.6% |
| 6M | +3.2% | +25.0% | -21.8% | -10.9% |
| YTD | +24.6% | +20.8% | +3.8% | +9.5% |
| 1Y | +24.4% | +24.3% | +0.1% | +7.2% |
| 3Y | +36.7% | +65.3% | -28.5% | -4.4% |
| 5Y | +67.0% | +99.1% | -32.0% | +0.9% |
| All | +431.5% | +452.6% | -21.1% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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