+800.9%
LIN vs ACWI
+347.2%
+453.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.1% |
| 7D | +3.3% | -0.5% | +3.7% | +3.7% |
| 30D | +8.8% | -1.6% | +10.4% | +10.3% |
| 3M | +8.6% | -1.3% | +10.0% | +9.7% |
| 6M | +7.0% | +5.8% | +1.2% | +0.8% |
| YTD | +24.3% | +12.7% | +11.5% | +9.7% |
| 1Y | +27.3% | +15.0% | +12.2% | +10.1% |
| 3Y | +38.9% | +77.5% | -38.6% | -21.4% |
| 5Y | +69.4% | +61.9% | +7.5% | +4.6% |
| 10Y | +440.7% | +236.1% | +204.6% | +70.0% |
| All | +800.9% | +347.2% | +453.7% | +101.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling