+417.3%
LIN vs AEE
+205.5%
+211.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | -0.1% | +0.6% |
| 7D | +0.1% | +2.3% | -2.2% | -0.8% |
| 30D | +7.6% | +11.6% | -4.0% | +2.9% |
| 3M | +6.5% | +5.5% | +1.0% | +4.1% |
| 6M | +6.2% | +6.0% | +0.2% | +3.3% |
| YTD | +23.2% | +16.6% | +6.6% | +15.1% |
| 1Y | +25.4% | +12.1% | +13.4% | +19.0% |
| 3Y | +38.3% | +64.2% | -25.9% | +10.4% |
| 5Y | +64.4% | +59.1% | +5.3% | +32.0% |
| 10Y | +417.3% | +210.2% | +207.1% | +262.1% |
| All | +417.3% | +205.5% | +211.8% | +262.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling