+6,973.0%
LIN vs WAB
+4,092.2%
+2,880.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | -2.1% | -3.2% | +1.1% | -1.2% |
| 30D | -2.4% | -4.4% | +2.0% | -1.2% |
| 3M | -5.6% | +7.9% | -13.4% | -7.9% |
| 6M | -3.4% | +8.7% | -12.1% | -6.3% |
| YTD | +13.1% | +33.0% | -19.9% | +3.5% |
| 1Y | +2.5% | +46.7% | -44.2% | -9.1% |
| 3Y | +27.6% | +153.0% | -125.4% | -4.3% |
| 5Y | +63.0% | +222.3% | -159.2% | +13.7% |
| 10Y | +359.3% | +291.0% | +68.3% | +186.4% |
| All | +6,973.0% | +4,092.2% | +2,880.7% | +2,471.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling