+427.2%
LIN vs AZO
+334.9%
+92.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | +0.3% | -2.6% | +3.0% | +1.2% |
| 30D | +8.0% | +11.7% | -3.6% | +4.4% |
| 3M | +7.7% | +6.4% | +1.3% | +5.5% |
| 6M | +5.1% | -5.5% | +10.6% | +6.2% |
| YTD | +24.7% | -4.5% | +29.2% | +24.8% |
| 1Y | +25.1% | -13.8% | +38.9% | +29.1% |
| 3Y | +36.8% | +19.8% | +17.0% | +25.4% |
| 5Y | +67.9% | +71.6% | -3.7% | +33.4% |
| 10Y | +427.2% | +331.5% | +95.7% | +218.1% |
| All | +427.2% | +334.9% | +92.3% | +218.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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