+30.0%
LIN vs ACI
-38.5%
+68.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -2.1% | +0.2% | -2.3% | -2.1% |
| 30D | -2.4% | +5.9% | -8.3% | -2.9% |
| 3M | -5.6% | -19.8% | +14.2% | -3.9% |
| 6M | -3.4% | -24.7% | +21.4% | -1.2% |
| YTD | +13.1% | -24.4% | +37.5% | +15.4% |
| 1Y | +2.5% | -31.5% | +34.0% | +5.8% |
| All | +30.0% | -38.5% | +68.6% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling