+68.0%
LIN vs AMT
-18.8%
+86.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | +3.6% | +4.4% | -0.8% | +2.5% |
| 30D | +6.4% | +17.7% | -11.3% | +2.0% |
| 3M | +6.5% | +16.7% | -10.2% | +2.2% |
| 6M | +4.9% | +11.1% | -6.3% | +1.5% |
| YTD | +23.4% | +13.9% | +9.6% | +18.2% |
| 1Y | +26.3% | +12.5% | +13.8% | +21.3% |
| 3Y | +38.0% | +13.2% | +24.8% | +28.9% |
| 5Y | +68.0% | -17.9% | +85.9% | +73.3% |
| All | +68.0% | -18.8% | +86.8% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling