+61.9%
LIN vs SEI
+770.7%
-708.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.1% |
| 7D | -2.1% | +10.2% | -12.4% | -2.5% |
| 30D | -2.4% | -1.0% | -1.4% | -2.5% |
| 3M | -5.6% | -27.9% | +22.3% | -4.6% |
| 6M | -3.4% | +10.4% | -13.8% | -4.7% |
| YTD | +13.1% | +20.1% | -7.0% | +10.7% |
| 1Y | +2.5% | +109.7% | -107.3% | -3.8% |
| 3Y | +27.6% | +458.6% | -431.0% | +5.8% |
| All | +61.9% | +770.7% | -708.8% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling