+36.2%
LIN vs AEE
+57.7%
-21.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | +2.1% | -1.9% | -0.3% |
| 30D | +6.5% | +11.4% | -4.9% | +3.6% |
| 3M | +5.5% | +5.0% | +0.5% | +4.1% |
| 6M | +3.3% | +4.4% | -1.1% | +2.1% |
| YTD | +22.0% | +15.4% | +6.6% | +17.5% |
| 1Y | +25.7% | +13.8% | +12.0% | +21.5% |
| 3Y | +36.2% | +58.0% | -21.8% | +25.0% |
| All | +36.2% | +57.7% | -21.4% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling