+440.7%
LIN vs SW
+189.7%
+251.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.1% | -1.5% | +2.2% |
| 7D | +3.3% | +12.1% | -8.8% | +2.1% |
| 30D | +8.8% | +6.6% | +2.2% | +8.1% |
| 3M | +8.6% | -6.0% | +14.6% | +9.1% |
| 6M | +7.0% | +21.5% | -14.5% | +4.8% |
| YTD | +24.3% | +20.3% | +3.9% | +21.4% |
| 1Y | +27.3% | +28.1% | -0.9% | +23.5% |
| 3Y | +38.9% | +51.6% | -12.7% | +31.6% |
| 5Y | +69.4% | -0.1% | +69.5% | +62.6% |
| 10Y | +440.7% | +189.7% | +251.0% | +376.9% |
| All | +440.7% | +189.7% | +251.0% | +376.9% |
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