+63.3%
LIN vs WAB
+203.5%
-140.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -1.8% |
| 7D | +0.2% | +1.4% | -1.2% | -0.4% |
| 30D | +6.5% | +0.4% | +6.1% | +6.0% |
| 3M | +5.5% | -3.8% | +9.3% | +6.6% |
| 6M | +3.3% | +5.1% | -1.7% | +0.5% |
| YTD | +22.0% | +33.3% | -11.3% | +7.3% |
| 1Y | +25.7% | +39.8% | -14.1% | +8.3% |
| 3Y | +36.2% | +161.1% | -124.8% | -16.5% |
| All | +63.3% | +203.5% | -140.2% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 5y: compounded portfolio wealth divided by compounded WAB 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…
5y analysis · Full analysis span regression · 6 months rolling