+24.4%
LIN vs WEC
+9.5%
+14.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | +2.1% | +2.3% | -0.2% | +1.4% |
| 30D | +6.8% | +11.1% | -4.3% | +3.8% |
| 3M | +10.4% | +8.4% | +1.9% | +8.1% |
| 6M | +3.2% | +7.5% | -4.3% | +1.6% |
| YTD | +24.6% | +15.3% | +9.3% | +21.4% |
| 1Y | +24.4% | +9.7% | +14.7% | +23.2% |
| All | +24.4% | +9.5% | +14.9% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling