+11,498.3%
LIN vs AZO
+21,665.8%
-10,167.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.7% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +7.6% | +10.6% | -3.0% | +4.5% |
| 3M | +6.5% | +4.0% | +2.6% | +5.1% |
| 6M | +6.2% | -7.0% | +13.2% | +7.6% |
| YTD | +23.2% | -4.1% | +27.4% | +23.2% |
| 1Y | +25.4% | -12.6% | +38.0% | +28.5% |
| 3Y | +38.3% | +21.4% | +16.9% | +27.7% |
| 5Y | +64.4% | +74.2% | -9.8% | +34.8% |
| 10Y | +417.3% | +338.9% | +78.5% | +215.8% |
| All | +11,498.3% | +21,665.8% | -10,167.6% | +2,642.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling