+63.3%
LIN vs SEI
+706.3%
-643.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +14.3% | -15.4% | -1.6% |
| 7D | +0.2% | -18.3% | +18.5% | +0.7% |
| 30D | +6.5% | -24.4% | +30.9% | +7.2% |
| 3M | +5.5% | +1.5% | +3.9% | +4.8% |
| 6M | +3.3% | -25.1% | +28.5% | +3.7% |
| YTD | +22.0% | +26.4% | -4.4% | +18.7% |
| 1Y | +25.7% | +8.9% | +16.8% | +23.0% |
| 3Y | +36.2% | +586.7% | -550.4% | +10.6% |
| All | +63.3% | +706.3% | -643.0% | +33.1% |
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