+61.9%
LIN vs AEIS
+219.5%
-157.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.3% |
| 7D | -2.1% | +3.0% | -5.1% | -2.5% |
| 30D | -2.4% | -14.6% | +12.2% | -0.6% |
| 3M | -5.6% | -12.4% | +6.9% | -5.3% |
| 6M | -3.4% | -15.0% | +11.6% | -3.6% |
| YTD | +13.1% | +34.3% | -21.2% | +2.8% |
| 1Y | +2.5% | +87.4% | -84.9% | -14.3% |
| 3Y | +27.6% | +139.8% | -112.2% | -3.0% |
| All | +61.9% | +219.5% | -157.6% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling