+1,080.6%
LIN vs WU
-19.6%
+1,100.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -2.1% | -0.8% | -1.3% | -1.8% |
| 30D | -2.4% | -1.1% | -1.3% | -2.2% |
| 3M | -5.6% | -3.9% | -1.7% | -5.4% |
| 6M | -3.4% | -20.7% | +17.3% | +3.5% |
| YTD | +13.1% | -18.4% | +31.5% | +19.4% |
| 1Y | +2.5% | -8.1% | +10.5% | +2.5% |
| 3Y | +27.6% | -24.2% | +51.8% | +34.0% |
| 5Y | +63.0% | -50.4% | +113.5% | +97.8% |
| 10Y | +359.3% | -40.0% | +399.3% | +395.5% |
| All | +1,080.6% | -19.6% | +1,100.2% | +858.4% |
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