+367.2%
LIN vs SEI
+592.7%
-225.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.4% | -7.4% | +0.3% |
| 7D | +0.1% | -4.3% | +4.4% | +0.1% |
| 30D | +7.6% | -18.0% | +25.6% | +8.5% |
| 3M | +6.5% | +8.2% | -1.7% | +4.6% |
| 6M | +6.2% | -13.9% | +20.1% | +5.4% |
| YTD | +23.2% | +37.0% | -13.8% | +15.9% |
| 1Y | +25.4% | +24.5% | +0.9% | +18.5% |
| 3Y | +38.3% | +681.1% | -642.8% | -3.6% |
| 5Y | +64.4% | +787.5% | -723.1% | +7.5% |
| All | +367.2% | +592.7% | -225.5% | +180.9% |
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