+629.7%
AMZN vs LIN
+417.8%
+211.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +8.0% | +2.0% | +6.0% | +7.2% |
| 30D | +3.2% | +7.9% | -4.6% | -0.2% |
| 3M | -2.6% | +6.3% | -8.9% | -5.2% |
| 6M | -0.7% | +6.5% | -7.2% | -4.4% |
| YTD | +17.4% | +23.6% | -6.2% | +5.0% |
| 1Y | +9.0% | +25.7% | -16.7% | -3.4% |
| 3Y | +88.7% | +35.6% | +53.1% | +59.6% |
| 5Y | +55.6% | +65.9% | -10.3% | +18.4% |
| 10Y | +629.7% | +412.1% | +217.7% | +242.8% |
| All | +629.7% | +417.8% | +211.9% | +242.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling