+36.2%
LIN vs W
+123.5%
-87.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.1% |
| 7D | +0.2% | -3.6% | +3.8% | +0.3% |
| 30D | +6.5% | +7.0% | -0.5% | +6.1% |
| 3M | +5.5% | +7.4% | -1.9% | +5.0% |
| 6M | +3.3% | +69.3% | -66.0% | +0.6% |
| YTD | +22.0% | +11.3% | +10.7% | +20.6% |
| 1Y | +25.7% | +13.2% | +12.5% | +24.0% |
| 3Y | +36.2% | +142.0% | -105.8% | +27.6% |
| All | +36.2% | +123.5% | -87.2% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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