+417.5%
LIN vs WEC
+176.2%
+241.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.4% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +6.5% | +12.3% | -5.8% | +1.9% |
| 3M | +5.5% | +8.3% | -2.8% | +2.2% |
| 6M | +3.3% | +3.5% | -0.1% | +1.8% |
| YTD | +22.0% | +12.7% | +9.3% | +16.2% |
| 1Y | +25.7% | +8.2% | +17.6% | +21.6% |
| 3Y | +36.2% | +55.9% | -19.6% | +13.5% |
| 5Y | +66.1% | +51.2% | +14.8% | +38.8% |
| All | +417.5% | +176.2% | +241.3% | +276.0% |
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