+25.1%
LIN vs WPM
+32.1%
-7.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +0.3% | +3.1% | -2.8% | +0.2% |
| 30D | +8.0% | -1.8% | +9.9% | +8.0% |
| 3M | +7.7% | +1.0% | +6.7% | +7.3% |
| 6M | +5.1% | -5.4% | +10.5% | +4.6% |
| YTD | +24.7% | +15.9% | +8.8% | +20.3% |
| 1Y | +25.1% | +30.8% | -5.7% | +17.4% |
| All | +25.1% | +32.1% | -7.1% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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