+63.3%
LIN vs AME
+66.2%
-2.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.7% | -2.2% |
| 7D | +0.2% | -5.2% | +5.4% | +2.1% |
| 30D | +6.5% | -8.0% | +14.5% | +9.6% |
| 3M | +5.5% | -8.9% | +14.4% | +8.8% |
| 6M | +3.3% | -5.0% | +8.3% | +4.3% |
| YTD | +22.0% | +11.9% | +10.1% | +12.9% |
| 1Y | +25.7% | +16.6% | +9.1% | +13.8% |
| 3Y | +36.2% | +62.5% | -26.2% | -3.8% |
| All | +63.3% | +66.2% | -2.9% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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