+65.9%
LIN vs SEI
+867.5%
-801.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +0.2% | +27.6% | -27.4% | -0.6% |
| 30D | +6.2% | -17.1% | +23.3% | +6.6% |
| 3M | +9.3% | +4.6% | +4.8% | +8.6% |
| 6M | +4.4% | -15.1% | +19.4% | +4.2% |
| YTD | +23.7% | +41.2% | -17.4% | +20.0% |
| 1Y | +23.5% | +37.5% | -14.1% | +19.5% |
| 3Y | +35.8% | +693.7% | -657.9% | +9.4% |
| 5Y | +65.9% | +901.7% | -835.9% | +32.6% |
| All | +65.9% | +867.5% | -801.6% | +32.6% |
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