+368.5%
LIN vs SEI
+584.5%
-216.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +2.0% | -10.8% | +12.8% | +2.6% |
| 30D | +7.9% | -19.0% | +26.9% | +9.0% |
| 3M | +6.3% | +5.8% | +0.5% | +4.5% |
| 6M | +6.5% | -14.9% | +21.4% | +5.8% |
| YTD | +23.6% | +35.4% | -11.8% | +16.3% |
| 1Y | +25.7% | +23.9% | +1.8% | +18.8% |
| 3Y | +35.6% | +661.3% | -625.7% | -5.2% |
| 5Y | +65.9% | +822.2% | -756.4% | +7.7% |
| All | +368.5% | +584.5% | -216.0% | +181.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling