+26.3%
LIN vs AMC
+21.7%
+4.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.5% | +11.8% | -0.7% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | +6.4% | +4.4% | +2.0% | +6.5% |
| 3M | +6.5% | +15.4% | -8.9% | +6.7% |
| 6M | +4.9% | +93.7% | -88.9% | +5.9% |
| YTD | +23.4% | +97.4% | -74.0% | +24.4% |
| 1Y | +26.3% | +23.2% | +3.1% | +26.7% |
| All | +26.3% | +21.7% | +4.6% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling