+177.3%
LIN vs ACI
+32.8%
+144.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +0.8% |
| 7D | +2.1% | +2.3% | -0.2% | +1.9% |
| 30D | +6.8% | +1.2% | +5.5% | +6.6% |
| 3M | +10.4% | +6.8% | +3.6% | +9.6% |
| 6M | +3.2% | -18.7% | +21.9% | +4.8% |
| YTD | +24.6% | -20.2% | +44.8% | +26.5% |
| 1Y | +24.4% | -23.7% | +48.1% | +26.9% |
| 3Y | +36.7% | -31.6% | +68.4% | +40.5% |
| 5Y | +67.0% | -42.8% | +109.8% | +71.9% |
| All | +177.3% | +32.8% | +144.5% | +167.5% |
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