+11,385.0%
LIN vs GWW
+10,223.3%
+1,161.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.8% |
| 7D | +0.2% | +6.0% | -5.8% | -2.3% |
| 30D | +6.5% | +14.0% | -7.6% | +0.6% |
| 3M | +5.5% | +12.5% | -7.1% | 0.0% |
| 6M | +3.3% | +23.6% | -20.3% | -6.3% |
| YTD | +22.0% | +43.6% | -21.6% | +3.1% |
| 1Y | +25.7% | +52.5% | -26.7% | +3.5% |
| 3Y | +36.2% | +92.6% | -56.3% | -0.5% |
| 5Y | +66.1% | +219.0% | -153.0% | -4.5% |
| 10Y | +431.0% | +713.8% | -282.8% | +87.2% |
| All | +11,385.0% | +10,223.3% | +1,161.7% | +1,343.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling