+417.3%
LIN vs WU
-36.4%
+453.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +0.1% | +9.1% | -8.9% | -2.6% |
| 30D | +7.6% | +12.1% | -4.5% | +3.6% |
| 3M | +6.5% | +0.3% | +6.2% | +5.9% |
| 6M | +6.2% | -19.1% | +25.3% | +12.0% |
| YTD | +23.2% | -19.2% | +42.5% | +29.1% |
| 1Y | +25.4% | -15.3% | +40.7% | +29.1% |
| 3Y | +38.3% | -21.3% | +59.6% | +42.5% |
| 5Y | +64.4% | -41.7% | +106.1% | +85.6% |
| 10Y | +417.3% | -36.0% | +453.3% | +443.7% |
| All | +417.3% | -36.4% | +453.7% | +443.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling