+36.7%
LIN vs NWSA
+32.6%
+4.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +0.1% |
| 7D | +2.1% | +2.2% | -0.1% | +1.6% |
| 30D | +6.8% | -8.8% | +15.5% | +8.6% |
| 3M | +10.4% | -6.5% | +16.9% | +11.5% |
| 6M | +3.2% | +1.5% | +1.7% | +1.8% |
| YTD | +24.6% | +4.0% | +20.6% | +21.8% |
| 1Y | +24.4% | +3.4% | +21.0% | +21.8% |
| 3Y | +36.7% | +34.8% | +1.9% | +34.8% |
| All | +36.7% | +32.6% | +4.2% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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