+87.0%
AMZN vs LIN
+37.9%
+49.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +2.8% | +2.1% | +0.7% | +2.4% |
| 30D | +5.0% | +6.8% | -1.8% | +3.6% |
| 3M | +0.6% | +10.4% | -9.8% | -1.3% |
| 6M | -1.3% | +3.2% | -4.4% | -2.3% |
| YTD | +15.5% | +24.6% | -9.1% | +5.9% |
| 1Y | +12.2% | +24.4% | -12.2% | +3.0% |
| 3Y | +87.0% | +36.7% | +50.3% | +71.9% |
| All | +87.0% | +37.9% | +49.1% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling