+427.9%
LIN vs WAT
+223.8%
+204.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | -0.2% |
| 7D | +0.2% | +2.0% | -1.8% | -0.4% |
| 30D | +6.2% | +7.7% | -1.5% | +3.6% |
| 3M | +9.3% | +11.1% | -1.7% | +5.5% |
| 6M | +4.4% | +31.2% | -26.9% | -4.7% |
| YTD | +23.7% | +21.7% | +2.1% | +14.3% |
| 1Y | +23.5% | +19.3% | +4.1% | +14.6% |
| 3Y | +35.8% | +80.6% | -44.8% | +2.5% |
| 5Y | +65.9% | +29.5% | +36.4% | +40.1% |
| All | +427.9% | +223.8% | +204.1% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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