+364.5%
LIN vs RSG
+428.3%
-63.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.6% |
| 7D | -4.0% | 0.0% | -3.9% | -3.9% |
| 30D | -4.9% | +3.7% | -8.6% | -7.1% |
| 3M | -9.2% | +6.2% | -15.4% | -12.8% |
| 6M | -2.6% | -2.8% | +0.2% | -1.4% |
| YTD | +10.5% | +5.9% | +4.6% | +5.6% |
| 1Y | -0.1% | -1.8% | +1.7% | +0.1% |
| 3Y | +25.4% | +57.5% | -32.1% | -10.1% |
| 5Y | +59.7% | +91.1% | -31.4% | -1.9% |
| All | +364.5% | +428.3% | -63.8% | +58.8% |
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