+10,545.1%
LIN vs WEC
+2,763.8%
+7,781.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | -2.1% | -0.3% | -1.9% | -2.0% |
| 30D | -2.4% | -1.3% | -1.1% | -2.0% |
| 3M | -5.6% | -3.9% | -1.7% | -4.1% |
| 6M | -3.4% | -8.3% | +4.9% | -0.1% |
| YTD | +13.1% | +3.1% | +10.0% | +11.3% |
| 1Y | +2.5% | +1.9% | +0.5% | +1.2% |
| 3Y | +27.6% | +41.9% | -14.3% | +8.3% |
| 5Y | +63.0% | +30.8% | +32.3% | +41.6% |
| 10Y | +359.3% | +141.9% | +217.4% | +194.3% |
| All | +10,545.1% | +2,763.8% | +7,781.3% | +2,463.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling