+423.5%
LIN vs AMT
+119.7%
+303.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | +3.6% | +4.4% | -0.8% | +2.2% |
| 30D | +6.4% | +17.7% | -11.3% | +0.6% |
| 3M | +6.5% | +16.7% | -10.2% | +0.9% |
| 6M | +4.9% | +11.1% | -6.3% | +0.4% |
| YTD | +23.4% | +13.9% | +9.6% | +16.6% |
| 1Y | +26.3% | +12.5% | +13.8% | +19.7% |
| 3Y | +38.0% | +13.2% | +24.8% | +26.9% |
| 5Y | +68.0% | -17.9% | +85.9% | +72.9% |
| All | +423.5% | +119.7% | +303.8% | +318.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling