+22.0%
LIN vs AMIX
-99.9%
+121.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -1.0% |
| 7D | -2.1% | -13.7% | +11.6% | -2.1% |
| 30D | -2.4% | -62.1% | +59.6% | -2.3% |
| 3M | -5.6% | -46.2% | +40.6% | -6.1% |
| 6M | -3.4% | -46.4% | +43.0% | -3.9% |
| YTD | +13.1% | -60.3% | +73.4% | +12.5% |
| 1Y | +2.5% | -79.7% | +82.1% | +1.9% |
| All | +22.0% | -99.9% | +121.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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