+384.5%
LIN vs WBD
+18.2%
+366.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +13.7% | -16.7% | -4.6% |
| 7D | -3.0% | +13.7% | -16.7% | -4.6% |
| 30D | -3.0% | +13.7% | -16.7% | -4.6% |
| 3M | -3.0% | +13.7% | -16.7% | -4.6% |
| 6M | -3.4% | +13.3% | -16.7% | -5.0% |
| YTD | +14.2% | +7.4% | +6.9% | +13.0% |
| 1Y | +4.8% | +63.0% | -58.2% | -2.1% |
| 3Y | +35.5% | +206.7% | -171.2% | +11.2% |
| 5Y | +73.3% | +18.4% | +54.9% | +58.7% |
| All | +384.5% | +18.2% | +366.3% | +290.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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