+61.9%
LIN vs AMBA
-54.5%
+116.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -2.1% | -11.0% | +8.8% | -1.0% |
| 30D | -2.4% | -23.2% | +20.7% | 0.0% |
| 3M | -5.6% | -12.7% | +7.1% | -5.7% |
| 6M | -3.4% | +11.2% | -14.6% | -7.0% |
| YTD | +13.1% | -11.2% | +24.3% | +11.3% |
| 1Y | +2.5% | -22.5% | +25.0% | +1.5% |
| 3Y | +27.6% | -1.3% | +28.9% | +16.7% |
| All | +61.9% | -54.5% | +116.4% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling