+61.9%
LIN vs TRGP
+621.9%
-560.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -2.1% | +0.8% | -2.9% | -2.3% |
| 30D | -2.4% | +11.5% | -13.9% | -4.7% |
| 3M | -5.6% | +9.0% | -14.6% | -7.6% |
| 6M | -3.4% | +20.5% | -23.9% | -7.7% |
| YTD | +13.1% | +59.5% | -46.4% | +1.2% |
| 1Y | +2.5% | +77.9% | -75.4% | -10.9% |
| 3Y | +27.6% | +253.6% | -226.0% | -10.6% |
| All | +61.9% | +621.9% | -560.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling