+61.9%
LIN vs WST
-25.7%
+87.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -2.1% | +0.7% | -2.9% | -2.2% |
| 30D | -2.4% | -3.1% | +0.7% | -2.0% |
| 3M | -5.6% | +7.2% | -12.8% | -6.6% |
| 6M | -3.4% | +36.8% | -40.2% | -7.8% |
| YTD | +13.1% | +23.8% | -10.7% | +9.3% |
| 1Y | +2.5% | +37.8% | -35.3% | -2.7% |
| 3Y | +27.6% | -15.9% | +43.5% | +27.3% |
| All | +61.9% | -25.7% | +87.6% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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