+68.0%
LIN vs ACWI
+55.1%
+12.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +2.1% |
| 7D | +3.6% | -4.0% | +7.6% | +6.6% |
| 30D | +6.4% | -5.8% | +12.2% | +10.9% |
| 3M | +6.5% | -5.0% | +11.5% | +10.2% |
| 6M | +4.9% | +0.7% | +4.2% | +3.4% |
| YTD | +23.4% | +8.4% | +15.0% | +14.3% |
| 1Y | +26.3% | +10.1% | +16.2% | +15.3% |
| 3Y | +38.0% | +70.8% | -32.8% | -16.5% |
| 5Y | +68.0% | +55.4% | +12.6% | +10.2% |
| All | +68.0% | +55.1% | +12.9% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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