+423.5%
LIN vs AMBA
-6.6%
+430.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.4% | +8.8% | +0.5% |
| 7D | +3.6% | -14.6% | +18.2% | +5.5% |
| 30D | +6.4% | -18.8% | +25.2% | +8.8% |
| 3M | +6.5% | -32.6% | +39.1% | +11.1% |
| 6M | +4.9% | -25.8% | +30.7% | +5.7% |
| YTD | +23.4% | -22.1% | +45.6% | +22.6% |
| 1Y | +26.3% | -36.2% | +62.5% | +28.2% |
| 3Y | +38.0% | +10.0% | +28.0% | +22.3% |
| 5Y | +68.0% | -71.6% | +139.6% | +72.2% |
| All | +423.5% | -6.6% | +430.1% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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