+3,304.1%
LIN vs WCN
+7,873.9%
-4,569.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.2% | -0.8% |
| 7D | +0.2% | +2.9% | -2.7% | -0.6% |
| 30D | +6.5% | +22.1% | -15.6% | +0.4% |
| 3M | +5.5% | +13.2% | -7.7% | +1.6% |
| 6M | +3.3% | +23.7% | -20.4% | -3.1% |
| YTD | +22.0% | +8.7% | +13.3% | +18.3% |
| 1Y | +25.7% | +15.3% | +10.4% | +19.8% |
| 3Y | +36.2% | +46.0% | -9.8% | +21.1% |
| 5Y | +66.1% | +45.9% | +20.2% | +47.1% |
| 10Y | +431.0% | +311.1% | +119.9% | +263.6% |
| All | +3,304.1% | +7,873.9% | -4,569.8% | +1,322.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling