+1,583.1%
LIN vs WPM
+5,085.8%
-3,502.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +3.6% | +7.5% | -3.9% | +2.3% |
| 30D | +6.4% | -3.8% | +10.2% | +6.8% |
| 3M | +6.5% | +8.0% | -1.5% | +4.5% |
| 6M | +4.9% | +6.1% | -1.2% | +2.7% |
| YTD | +23.4% | +13.2% | +10.2% | +18.4% |
| 1Y | +26.3% | +37.9% | -11.6% | +17.1% |
| 3Y | +38.0% | +201.7% | -163.8% | +10.6% |
| 5Y | +68.0% | +240.0% | -172.0% | +30.1% |
| 10Y | +437.1% | +531.0% | -93.9% | +256.7% |
| All | +1,583.1% | +5,085.8% | -3,502.7% | +507.3% |
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