+48.6%
AMZN vs LIN
+64.4%
-15.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.2% |
| 7D | +7.9% | +0.2% | +7.7% | +7.8% |
| 30D | -0.2% | +6.5% | -6.7% | -3.2% |
| 3M | -4.8% | +5.5% | -10.2% | -7.2% |
| 6M | -5.7% | +3.3% | -9.0% | -8.3% |
| YTD | +12.3% | +22.0% | -9.7% | -1.3% |
| 1Y | +6.7% | +25.7% | -19.1% | -8.0% |
| 3Y | +85.6% | +36.2% | +49.3% | +48.7% |
| All | +48.6% | +64.4% | -15.8% | +1.1% |
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