+61.9%
LIN vs WCN
+30.3%
+31.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -2.1% | -0.6% | -1.5% | -1.9% |
| 30D | -2.4% | +0.4% | -2.9% | -2.6% |
| 3M | -5.6% | +7.3% | -12.9% | -8.5% |
| 6M | -3.4% | -2.5% | -0.9% | -2.8% |
| YTD | +13.1% | -5.4% | +18.5% | +14.9% |
| 1Y | +2.5% | -8.5% | +10.9% | +5.6% |
| 3Y | +27.6% | +20.8% | +6.8% | +14.6% |
| All | +61.9% | +30.3% | +31.5% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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