+63.3%
LIN vs GWW
+217.3%
-154.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | +0.2% | +6.0% | -5.8% | -1.7% |
| 30D | +6.5% | +14.0% | -7.6% | +2.0% |
| 3M | +5.5% | +12.5% | -7.1% | +1.3% |
| 6M | +3.3% | +23.6% | -20.3% | -4.4% |
| YTD | +22.0% | +43.6% | -21.6% | +6.3% |
| 1Y | +25.7% | +52.5% | -26.7% | +7.0% |
| 3Y | +36.2% | +92.6% | -56.3% | +3.2% |
| All | +63.3% | +217.3% | -154.0% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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