+417.3%
LIN vs WWD
+494.7%
-77.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.9% | -0.4% |
| 7D | +0.1% | +4.2% | -4.1% | -1.2% |
| 30D | +7.6% | -0.8% | +8.3% | +7.4% |
| 3M | +6.5% | -8.2% | +14.7% | +8.5% |
| 6M | +6.2% | -9.8% | +16.0% | +8.0% |
| YTD | +23.2% | +10.4% | +12.8% | +16.2% |
| 1Y | +25.4% | +25.5% | -0.1% | +12.9% |
| 3Y | +38.3% | +155.8% | -117.5% | -4.8% |
| 5Y | +64.4% | +187.3% | -122.9% | +6.3% |
| 10Y | +417.3% | +462.7% | -45.4% | +165.1% |
| All | +417.3% | +494.7% | -77.4% | +165.1% |
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