+27.3%
LIN vs SEI
+18.6%
+8.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -16.9% | +19.5% | +1.9% |
| 7D | +3.3% | -16.4% | +19.7% | +2.7% |
| 30D | +8.8% | -22.9% | +31.7% | +8.0% |
| 3M | +8.6% | -0.3% | +8.9% | +9.1% |
| 6M | +7.0% | -22.3% | +29.3% | +6.9% |
| YTD | +24.3% | +26.2% | -1.9% | +26.8% |
| 1Y | +27.3% | +8.2% | +19.0% | +28.3% |
| All | +27.3% | +18.6% | +8.7% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling