+417.5%
LIN vs AMC
-98.7%
+516.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.1% | -1.2% |
| 7D | +0.2% | +2.6% | -2.4% | +0.2% |
| 30D | +6.5% | +9.0% | -2.6% | +6.3% |
| 3M | +5.5% | +22.2% | -16.7% | +5.2% |
| 6M | +3.3% | +91.5% | -88.1% | +2.4% |
| YTD | +22.0% | +101.3% | -79.3% | +20.7% |
| 1Y | +25.7% | +20.8% | +5.0% | +25.0% |
| 3Y | +36.2% | -71.3% | +107.6% | +36.6% |
| 5Y | +66.1% | -99.2% | +165.3% | +69.4% |
| All | +417.5% | -98.7% | +516.2% | +391.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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