+417.3%
LIN vs WY
+6.7%
+410.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.7% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +7.6% | +10.6% | -3.1% | +3.7% |
| 3M | +6.5% | -16.6% | +23.2% | +13.1% |
| 6M | +6.2% | -8.6% | +14.8% | +8.5% |
| YTD | +23.2% | -8.4% | +31.7% | +25.1% |
| 1Y | +25.4% | -5.1% | +30.5% | +25.5% |
| 3Y | +38.3% | -21.9% | +60.2% | +45.5% |
| 5Y | +64.4% | -31.3% | +95.7% | +79.3% |
| 10Y | +417.3% | +3.6% | +413.7% | +361.9% |
| All | +417.3% | +6.7% | +410.6% | +361.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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