+1,188.5%
LIN vs WU
-18.6%
+1,207.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.5% | -7.2% | -3.1% |
| 7D | +3.6% | +13.0% | -9.5% | -1.2% |
| 30D | +6.4% | +14.3% | -7.9% | +0.9% |
| 3M | +6.5% | +0.1% | +6.4% | +5.8% |
| 6M | +4.9% | -17.7% | +22.6% | +10.7% |
| YTD | +23.4% | -17.3% | +40.8% | +29.1% |
| 1Y | +26.3% | -11.1% | +37.4% | +28.1% |
| 3Y | +38.0% | -19.8% | +57.8% | +41.8% |
| 5Y | +68.0% | -40.5% | +108.5% | +88.6% |
| 10Y | +437.1% | -33.7% | +470.8% | +453.8% |
| All | +1,188.5% | -18.6% | +1,207.1% | +936.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling