+361.3%
LIN vs SW
+147.8%
+213.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -1.1% |
| 7D | -2.1% | -5.1% | +3.0% | -1.6% |
| 30D | -2.4% | -4.6% | +2.2% | -2.0% |
| 3M | -5.6% | +9.4% | -15.0% | -6.5% |
| 6M | -3.4% | +3.5% | -6.9% | -4.1% |
| YTD | +13.1% | +22.0% | -8.9% | +10.5% |
| 1Y | +2.5% | +2.2% | +0.3% | +1.5% |
| 3Y | +27.6% | +19.6% | +8.0% | +23.3% |
| 5Y | +63.0% | -2.3% | +65.4% | +56.8% |
| All | +361.3% | +147.8% | +213.5% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling