+27.3%
LIN vs AMT
+13.5%
+13.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.5% | +2.2% |
| 7D | +3.3% | +6.0% | -2.8% | +2.7% |
| 30D | +8.8% | +20.1% | -11.3% | +6.9% |
| 3M | +8.6% | +12.4% | -3.8% | +7.4% |
| 6M | +7.0% | +9.9% | -2.9% | +5.8% |
| YTD | +24.3% | +14.4% | +9.9% | +22.1% |
| 1Y | +27.3% | +12.4% | +14.8% | +25.3% |
| All | +27.3% | +13.5% | +13.7% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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