+361.3%
LIN vs WWD
+478.9%
-117.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.0% | -1.3% |
| 7D | -2.1% | +1.3% | -3.4% | -2.5% |
| 30D | -2.4% | -7.2% | +4.7% | -0.4% |
| 3M | -5.6% | -3.8% | -1.7% | -5.2% |
| 6M | -3.4% | -9.9% | +6.5% | -1.8% |
| YTD | +13.1% | +14.8% | -1.7% | +5.9% |
| 1Y | +2.5% | +42.1% | -39.6% | -11.1% |
| 3Y | +27.6% | +170.8% | -143.2% | -13.4% |
| 5Y | +63.0% | +197.5% | -134.5% | +4.6% |
| All | +361.3% | +478.9% | -117.6% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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