+38.3%
LIN vs ACI
-33.3%
+71.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.9% |
| 7D | +0.1% | -5.9% | +6.0% | +0.7% |
| 30D | +7.6% | +7.2% | +0.3% | +6.9% |
| 3M | +6.5% | +8.8% | -2.3% | +5.7% |
| 6M | +6.2% | -17.2% | +23.4% | +7.6% |
| YTD | +23.2% | -21.3% | +44.5% | +25.2% |
| 1Y | +25.4% | -23.7% | +49.2% | +27.9% |
| 3Y | +38.3% | -32.8% | +71.1% | +41.8% |
| All | +38.3% | -33.3% | +71.6% | +41.8% |
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