+49.3%
AMZN vs LIN
+63.8%
-14.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +2.0% | +2.5% |
| 7D | +8.7% | +0.1% | +8.6% | +8.6% |
| 30D | +1.7% | +7.6% | -5.9% | -1.8% |
| 3M | -2.8% | +6.5% | -9.3% | -5.7% |
| 6M | -2.1% | +6.2% | -8.3% | -6.2% |
| YTD | +15.6% | +23.2% | -7.6% | +1.2% |
| 1Y | +9.2% | +25.4% | -16.2% | -5.6% |
| 3Y | +89.9% | +38.3% | +51.6% | +51.0% |
| 5Y | +49.3% | +64.4% | -15.1% | +1.1% |
| All | +49.3% | +63.8% | -14.5% | +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