+337.5%
AMD vs LIN
+61.6%
+276.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.5% |
| 7D | +2.6% | -2.1% | +4.7% | +4.4% |
| 30D | -0.9% | -2.4% | +1.5% | +0.9% |
| 3M | -8.7% | -5.6% | -3.1% | -5.4% |
| 6M | +136.3% | -3.4% | +139.7% | +139.1% |
| YTD | +123.0% | +13.1% | +109.9% | +93.3% |
| 1Y | +195.2% | +2.5% | +192.7% | +179.4% |
| 3Y | +336.3% | +27.6% | +308.7% | +225.3% |
| All | +337.5% | +61.6% | +276.0% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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