+3,530.3%
LIN vs AMT
+1,480.8%
+2,049.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.5% | +1.9% |
| 7D | +3.3% | +6.0% | -2.8% | +2.2% |
| 30D | +8.8% | +20.1% | -11.3% | +5.3% |
| 3M | +8.6% | +12.4% | -3.8% | +6.3% |
| 6M | +7.0% | +9.9% | -2.9% | +4.9% |
| YTD | +24.3% | +14.4% | +9.9% | +20.7% |
| 1Y | +27.3% | +12.4% | +14.8% | +23.9% |
| 3Y | +38.9% | +13.7% | +25.2% | +33.8% |
| 5Y | +69.4% | -17.8% | +87.2% | +71.3% |
| 10Y | +440.7% | +123.8% | +316.9% | +365.3% |
| All | +3,530.3% | +1,480.8% | +2,049.5% | +2,020.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling