+68.5%
LIN vs AEIS
+142.3%
-73.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.7% | +1.1% |
| 7D | +2.1% | +11.5% | -9.4% | +0.8% |
| 30D | +6.8% | -15.8% | +22.5% | +8.3% |
| 3M | +10.4% | -33.3% | +43.7% | +15.0% |
| 6M | +3.2% | -35.2% | +38.3% | +6.6% |
| YTD | +24.6% | +5.0% | +19.6% | +15.8% |
| 1Y | +24.4% | +8.5% | +15.9% | +14.6% |
| 3Y | +36.7% | +152.9% | -116.1% | -3.4% |
| All | +68.5% | +142.3% | -73.8% | +13.2% |
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