+68.5%
LIN vs WU
-43.8%
+112.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.4% |
| 7D | +2.1% | -2.0% | +4.1% | +2.5% |
| 30D | +6.8% | +11.4% | -4.6% | +4.2% |
| 3M | +10.4% | -6.8% | +17.2% | +11.8% |
| 6M | +3.2% | -14.6% | +17.8% | +5.8% |
| YTD | +24.6% | -20.6% | +45.2% | +29.2% |
| 1Y | +24.4% | -15.4% | +39.8% | +26.9% |
| 3Y | +36.7% | -23.6% | +60.4% | +40.8% |
| All | +68.5% | -43.8% | +112.3% | +89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling