+61.9%
LIN vs ACWI
+67.7%
-5.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -2.1% | +0.5% | -2.6% | -2.5% |
| 30D | -2.4% | +0.9% | -3.3% | -3.1% |
| 3M | -5.6% | +2.4% | -8.0% | -7.6% |
| 6M | -3.4% | +12.4% | -15.8% | -12.4% |
| YTD | +13.1% | +15.2% | -2.1% | +0.3% |
| 1Y | +2.5% | +22.7% | -20.2% | -14.1% |
| 3Y | +27.6% | +75.8% | -48.2% | -24.0% |
| All | +61.9% | +67.7% | -5.8% | +0.9% |
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