+151.7%
LIN vs ACI
+25.9%
+125.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.0% |
| 3M | -5.6% | -19.8% | +14.2% | -3.9% |
| 6M | -3.4% | -24.7% | +21.4% | -1.1% |
| YTD | +13.1% | -24.4% | +37.5% | +15.6% |
| 1Y | +2.5% | -31.5% | +34.0% | +5.7% |
| 3Y | +27.6% | -38.7% | +66.3% | +32.6% |
| 5Y | +63.0% | -42.8% | +105.8% | +68.1% |
| All | +151.7% | +25.9% | +125.8% | +144.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling