+175.0%
LIN vs ACI
+34.0%
+141.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | +0.1% |
| 7D | +2.0% | -0.6% | +2.6% | +2.1% |
| 30D | +7.9% | +9.5% | -1.7% | +6.9% |
| 3M | +6.3% | +10.1% | -3.8% | +5.2% |
| 6M | +6.5% | -15.4% | +21.9% | +7.7% |
| YTD | +23.6% | -19.5% | +43.1% | +25.4% |
| 1Y | +25.7% | -21.0% | +46.7% | +27.8% |
| 3Y | +35.6% | -31.2% | +66.8% | +39.3% |
| 5Y | +65.9% | -40.6% | +106.4% | +70.4% |
| All | +175.0% | +34.0% | +141.1% | +165.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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