+328.8%
LIN vs SEI
+507.3%
-178.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.3% |
| 7D | -2.1% | +10.2% | -12.4% | -3.0% |
| 30D | -2.4% | -1.0% | -1.4% | -2.5% |
| 3M | -5.6% | -27.9% | +22.3% | -3.7% |
| 6M | -3.4% | +10.4% | -13.8% | -5.9% |
| YTD | +13.1% | +20.1% | -7.0% | +8.7% |
| 1Y | +2.5% | +109.7% | -107.3% | -8.3% |
| 3Y | +27.6% | +458.6% | -431.0% | -6.5% |
| 5Y | +63.0% | +775.3% | -712.2% | +6.6% |
| All | +328.8% | +507.3% | -178.5% | +163.4% |
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