-0.1%
LIN vs AEE
+10.4%
-10.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-09 to 2026-09-09.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.3% |
| 7D | -4.0% | +1.1% | -5.0% | -4.2% |
| 30D | -4.9% | 0.0% | -4.9% | -5.0% |
| 3M | -9.2% | -0.9% | -8.3% | -9.1% |
| 6M | -2.6% | -2.4% | -0.2% | -2.0% |
| YTD | +10.5% | +8.6% | +1.9% | +7.4% |
| 1Y | -0.1% | +10.2% | -10.2% | -4.7% |
| All | -0.1% | +10.4% | -10.5% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2025-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AEE 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…
2025-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling