+579.5%
LIN vs TRGP
+2,231.3%
-1,651.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -2.4% | +11.5% | -13.9% | -4.3% |
| 3M | -5.6% | +9.0% | -14.6% | -7.2% |
| 6M | -3.4% | +20.5% | -23.9% | -6.7% |
| YTD | +13.1% | +59.5% | -46.4% | +4.1% |
| 1Y | +2.5% | +77.9% | -75.4% | -7.6% |
| 3Y | +27.6% | +253.6% | -226.0% | +1.2% |
| 5Y | +63.0% | +615.5% | -552.4% | +14.1% |
| 10Y | +359.3% | +897.1% | -537.8% | +171.0% |
| All | +579.5% | +2,231.3% | -1,651.8% | +187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling