+69.4%
LIN vs WM
+61.7%
+7.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.9% |
| 7D | +3.3% | +5.9% | -2.7% | +1.0% |
| 30D | +8.8% | +15.4% | -6.6% | +2.6% |
| 3M | +8.6% | +6.3% | +2.3% | +5.8% |
| 6M | +7.0% | +5.6% | +1.4% | +4.3% |
| YTD | +24.3% | +9.9% | +14.3% | +18.7% |
| 1Y | +27.3% | +20.8% | +6.4% | +16.7% |
| 3Y | +38.9% | +48.5% | -9.6% | +14.4% |
| 5Y | +69.4% | +60.6% | +8.8% | +32.4% |
| All | +69.4% | +61.7% | +7.7% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling