+68.0%
LIN vs ACI
-41.7%
+109.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +3.0% | -0.2% |
| 7D | +3.6% | +3.5% | +0.1% | +3.1% |
| 30D | +6.4% | +16.8% | -10.4% | +4.3% |
| 3M | +6.5% | +13.1% | -6.6% | +4.8% |
| 6M | +4.9% | -15.6% | +20.5% | +6.5% |
| YTD | +23.4% | -19.2% | +42.7% | +25.8% |
| 1Y | +26.3% | -20.7% | +47.0% | +29.1% |
| 3Y | +38.0% | -33.4% | +71.3% | +43.9% |
| 5Y | +68.0% | -41.7% | +109.7% | +72.3% |
| All | +68.0% | -41.7% | +109.7% | +72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling