+3,469.9%
LIN vs RSG
+2,252.1%
+1,217.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | +0.2% | +1.2% | -1.0% | -0.2% |
| 30D | +6.5% | +14.2% | -7.7% | +1.8% |
| 3M | +5.5% | +18.2% | -12.7% | -0.3% |
| 6M | +3.3% | +24.4% | -21.1% | -4.2% |
| YTD | +22.0% | +17.9% | +4.2% | +15.0% |
| 1Y | +25.7% | +22.3% | +3.4% | +17.0% |
| 3Y | +36.2% | +65.1% | -28.9% | +14.5% |
| 5Y | +66.1% | +97.9% | -31.8% | +31.2% |
| 10Y | +431.0% | +464.6% | -33.7% | +208.7% |
| All | +3,469.9% | +2,252.1% | +1,217.8% | +1,315.6% |
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 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