+38.7%
LIN vs ACI
-30.9%
+69.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -1.0% | +2.2% |
| 7D | +3.3% | +4.5% | -1.2% | +2.8% |
| 30D | +8.8% | +20.9% | -12.1% | +6.9% |
| 3M | +8.6% | +15.2% | -6.6% | +7.2% |
| 6M | +7.0% | -13.3% | +20.3% | +7.9% |
| YTD | +24.3% | -16.2% | +40.5% | +25.5% |
| 1Y | +27.3% | -16.9% | +44.1% | +28.6% |
| All | +38.7% | -30.9% | +69.7% | +41.2% |
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