+320.6%
LIN vs SEI
+606.2%
-285.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +16.3% | -18.2% | -3.3% |
| 7D | -3.5% | +28.8% | -32.3% | -5.6% |
| 30D | -4.1% | +10.4% | -14.4% | -5.2% |
| 3M | -6.4% | -11.4% | +5.0% | -6.3% |
| 6M | -2.4% | +31.2% | -33.6% | -6.4% |
| YTD | +10.9% | +39.7% | -28.8% | +5.1% |
| 1Y | 0.0% | +149.0% | -148.9% | -11.9% |
| 3Y | +25.8% | +560.2% | -534.4% | -9.3% |
| 5Y | +60.8% | +955.7% | -894.8% | +3.1% |
| All | +320.6% | +606.2% | -285.7% | +154.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling