+358.4%
LIN vs AEIS
+546.3%
-188.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.5% |
| 7D | -3.5% | +8.1% | -11.6% | -5.0% |
| 30D | -4.1% | -11.1% | +7.0% | -2.3% |
| 3M | -6.4% | -5.6% | -0.7% | -7.3% |
| 6M | -2.4% | -0.6% | -1.8% | -5.9% |
| YTD | +10.9% | +38.0% | -27.1% | -1.7% |
| 1Y | 0.0% | +87.2% | -87.2% | -18.7% |
| 3Y | +25.8% | +179.7% | -153.9% | -11.6% |
| 5Y | +60.8% | +241.7% | -180.9% | +4.1% |
| 10Y | +358.4% | +547.2% | -188.8% | +123.0% |
| All | +358.4% | +546.3% | -188.0% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling