+47.3%
AMZN vs LIN
+61.6%
-14.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | -3.0% | -2.1% | -0.9% | -2.0% |
| 30D | -5.2% | -2.4% | -2.8% | -4.1% |
| 3M | +1.9% | -5.6% | +7.4% | +3.7% |
| 6M | +19.2% | -3.4% | +22.6% | +19.4% |
| YTD | +12.0% | +13.1% | -1.1% | +2.2% |
| 1Y | +9.7% | +2.5% | +7.2% | +5.8% |
| 3Y | +87.2% | +27.6% | +59.6% | +55.0% |
| All | +47.3% | +61.6% | -14.2% | +2.4% |
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