+427.9%
LIN vs WEC
+195.2%
+232.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.2% | -0.7% | +1.0% | +0.5% |
| 30D | +6.2% | +11.0% | -4.8% | +2.0% |
| 3M | +9.3% | +8.6% | +0.7% | +5.8% |
| 6M | +4.4% | +6.2% | -1.8% | +1.8% |
| YTD | +23.7% | +14.3% | +9.5% | +17.2% |
| 1Y | +23.5% | +8.4% | +15.1% | +19.3% |
| 3Y | +35.8% | +62.9% | -27.1% | +11.0% |
| 5Y | +65.9% | +55.8% | +10.1% | +36.9% |
| All | +427.9% | +195.2% | +232.6% | +273.8% |
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