+417.3%
LIN vs RSG
+458.9%
-41.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +7.6% | +13.8% | -6.2% | -0.8% |
| 3M | +6.5% | +15.4% | -8.8% | -2.7% |
| 6M | +6.2% | +24.1% | -17.9% | -7.9% |
| YTD | +23.2% | +17.8% | +5.4% | +10.0% |
| 1Y | +25.4% | +21.5% | +3.9% | +9.6% |
| 3Y | +38.3% | +63.3% | -25.0% | -2.6% |
| 5Y | +64.4% | +97.3% | -32.9% | -0.2% |
| 10Y | +417.3% | +448.1% | -30.8% | +81.9% |
| All | +417.3% | +458.9% | -41.6% | +81.9% |
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