+423.5%
LIN vs WEC
+182.1%
+241.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +3.6% | +3.2% | +0.4% | +2.4% |
| 30D | +6.4% | +14.7% | -8.3% | +1.0% |
| 3M | +6.5% | +10.2% | -3.7% | +2.5% |
| 6M | +4.9% | +4.5% | +0.4% | +2.9% |
| YTD | +23.4% | +15.1% | +8.3% | +16.6% |
| 1Y | +26.3% | +9.4% | +16.9% | +21.6% |
| 3Y | +38.0% | +56.9% | -18.9% | +14.7% |
| 5Y | +68.0% | +54.4% | +13.6% | +39.3% |
| All | +423.5% | +182.1% | +241.4% | +277.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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