+3,208.8%
LIN vs RSG
+2,015.2%
+1,193.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -2.1% | +0.3% | -2.4% | -2.2% |
| 30D | -2.4% | +7.6% | -10.0% | -4.8% |
| 3M | -5.6% | +7.4% | -13.0% | -7.9% |
| 6M | -3.4% | -3.3% | -0.1% | -2.6% |
| YTD | +13.1% | +6.0% | +7.1% | +10.5% |
| 1Y | +2.5% | -3.7% | +6.1% | +3.3% |
| 3Y | +27.6% | +59.1% | -31.5% | +8.6% |
| 5Y | +63.0% | +89.0% | -26.0% | +30.9% |
| 10Y | +359.3% | +412.5% | -53.2% | +176.1% |
| All | +3,208.8% | +2,015.2% | +1,193.6% | +1,260.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling