+3,148.4%
LIN vs WTW
+1,156.7%
+1,991.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.2% |
| 7D | +0.2% | +1.4% | -1.2% | -0.4% |
| 30D | +6.5% | +13.1% | -6.7% | +1.2% |
| 3M | +5.5% | -3.0% | +8.4% | +6.4% |
| 6M | +3.3% | +31.2% | -27.9% | -8.4% |
| YTD | +22.0% | +1.1% | +20.9% | +18.8% |
| 1Y | +25.7% | +3.4% | +22.3% | +21.2% |
| 3Y | +36.2% | +44.7% | -8.5% | +12.8% |
| 5Y | +66.1% | +52.0% | +14.1% | +33.6% |
| 10Y | +431.0% | +223.5% | +207.4% | +209.4% |
| All | +3,148.4% | +1,156.7% | +1,991.8% | +1,275.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling