+361.3%
LIN vs AMT
+96.2%
+265.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | -2.4% | +4.6% | -7.1% | -4.0% |
| 3M | -5.6% | -8.4% | +2.9% | -3.1% |
| 6M | -3.4% | -6.0% | +2.6% | -2.1% |
| YTD | +13.1% | +2.1% | +11.0% | +11.0% |
| 1Y | +2.5% | -6.4% | +8.8% | +3.5% |
| 3Y | +27.6% | +8.1% | +19.5% | +18.5% |
| 5Y | +63.0% | -31.9% | +95.0% | +79.9% |
| All | +361.3% | +96.2% | +265.0% | +274.9% |
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