+15.4%
LIN vs AMRZ
-17.3%
+32.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.5% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | +7.9% | +15.9% | -8.0% | +5.9% |
| 3M | +6.3% | -9.2% | +15.5% | +7.4% |
| 6M | +6.5% | -20.3% | +26.8% | +9.0% |
| YTD | +23.6% | -21.5% | +45.0% | +26.3% |
| 1Y | +25.7% | -12.9% | +38.6% | +27.4% |
| All | +15.4% | -17.3% | +32.7% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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