+417.5%
LIN vs WAT
+227.3%
+190.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | +0.2% | -1.1% | +1.3% | +0.5% |
| 30D | +6.5% | +5.0% | +1.5% | +4.7% |
| 3M | +5.5% | +14.5% | -9.0% | +0.9% |
| 6M | +3.3% | +30.9% | -27.6% | -5.6% |
| YTD | +22.0% | +20.5% | +1.6% | +13.1% |
| 1Y | +25.7% | +23.3% | +2.5% | +15.4% |
| 3Y | +36.2% | +81.5% | -45.2% | +2.4% |
| 5Y | +66.1% | +33.4% | +32.7% | +38.2% |
| All | +417.5% | +227.3% | +190.2% | +194.7% |
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