+171.6%
LIN vs ACI
+29.9%
+141.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.8% |
| 7D | +0.2% | -2.2% | +2.4% | +0.4% |
| 30D | +6.5% | +10.3% | -3.8% | +5.4% |
| 3M | +5.5% | +7.2% | -1.7% | +4.7% |
| 6M | +3.3% | -18.0% | +21.3% | +4.8% |
| YTD | +22.0% | -22.0% | +44.0% | +24.2% |
| 1Y | +25.7% | -23.4% | +49.1% | +28.2% |
| 3Y | +36.2% | -35.8% | +72.1% | +40.9% |
| 5Y | +66.1% | -43.7% | +109.7% | +71.2% |
| All | +171.6% | +29.9% | +141.7% | +162.6% |
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