+60.8%
LIN vs WTW
+54.0%
+6.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -0.9% |
| 7D | -3.5% | -2.7% | -0.7% | -2.5% |
| 30D | -4.1% | -5.6% | +1.6% | -2.1% |
| 3M | -6.4% | +26.5% | -32.9% | -14.5% |
| 6M | -2.4% | +8.1% | -10.6% | -5.9% |
| YTD | +10.9% | -0.3% | +11.2% | +9.9% |
| 1Y | 0.0% | -0.9% | +0.9% | -0.8% |
| 3Y | +25.8% | +66.6% | -40.8% | -6.2% |
| 5Y | +60.8% | +54.0% | +6.9% | +19.9% |
| All | +60.8% | +54.0% | +6.8% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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