+412.1%
LIN vs WWD
+460.9%
-48.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +2.0% | +0.4% | +1.6% | +1.7% |
| 30D | +7.9% | -0.4% | +8.3% | +7.6% |
| 3M | +6.3% | -6.1% | +12.4% | +7.6% |
| 6M | +6.5% | -9.5% | +16.0% | +8.2% |
| YTD | +23.6% | +10.8% | +12.8% | +16.4% |
| 1Y | +25.7% | +23.5% | +2.2% | +13.8% |
| 3Y | +35.6% | +151.3% | -115.7% | -6.0% |
| 5Y | +65.9% | +187.8% | -122.0% | +7.2% |
| 10Y | +412.1% | +461.1% | -49.0% | +163.4% |
| All | +412.1% | +460.9% | -48.9% | +163.4% |
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