+5,944.8%
LIN vs AEIS
+1,662.6%
+4,282.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.2% | +11.6% | +0.9% |
| 7D | +3.6% | -22.6% | +26.2% | +6.7% |
| 30D | +6.4% | -38.7% | +45.1% | +12.7% |
| 3M | +6.5% | -43.6% | +50.1% | +13.6% |
| 6M | +4.9% | -46.2% | +51.1% | +11.2% |
| YTD | +23.4% | -11.2% | +34.7% | +21.0% |
| 1Y | +26.3% | -17.7% | +44.0% | +24.9% |
| 3Y | +38.0% | +104.1% | -66.1% | +17.4% |
| 5Y | +68.0% | +98.5% | -30.5% | +42.0% |
| 10Y | +437.1% | +302.0% | +135.1% | +297.2% |
| All | +5,944.8% | +1,662.6% | +4,282.2% | +3,008.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling