+1,442.1%
LIN vs WPM
+5,967.5%
-4,525.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | -2.1% | +1.1% | -3.2% | -2.3% |
| 30D | -2.4% | +26.4% | -28.8% | -6.3% |
| 3M | -5.6% | +20.8% | -26.4% | -8.9% |
| 6M | -3.4% | +1.1% | -4.5% | -4.7% |
| YTD | +13.1% | +32.5% | -19.4% | +6.2% |
| 1Y | +2.5% | +51.5% | -49.1% | -6.3% |
| 3Y | +27.6% | +267.0% | -239.4% | -0.7% |
| 5Y | +63.0% | +250.1% | -187.1% | +26.1% |
| 10Y | +359.3% | +540.4% | -181.1% | +205.3% |
| All | +1,442.1% | +5,967.5% | -4,525.4% | +444.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling