+34.0%
LIN vs AMIX
-99.9%
+134.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.6% |
| 7D | +3.3% | -25.1% | +28.4% | +3.3% |
| 30D | +8.8% | -54.5% | +63.3% | +8.9% |
| 3M | +8.6% | -91.7% | +100.4% | +9.0% |
| 6M | +7.0% | -79.4% | +86.5% | +6.6% |
| YTD | +24.3% | -86.1% | +110.3% | +23.8% |
| 1Y | +27.3% | -91.6% | +118.8% | +26.7% |
| All | +34.0% | -99.9% | +134.0% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling