+25.8%
LIN vs AZO
+14.4%
+11.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.7% |
| 7D | -3.5% | -0.5% | -3.0% | -3.4% |
| 30D | -4.1% | -5.6% | +1.5% | -3.1% |
| 3M | -6.4% | -4.0% | -2.4% | -5.9% |
| 6M | -2.4% | -18.9% | +16.5% | +1.0% |
| YTD | +10.9% | -13.0% | +23.9% | +12.9% |
| 1Y | 0.0% | -30.4% | +30.5% | +7.1% |
| 3Y | +25.8% | +12.7% | +13.1% | +24.7% |
| All | +25.8% | +14.4% | +11.4% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling