+63.3%
LIN vs WY
-34.0%
+97.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.2% |
| 7D | +0.2% | +3.1% | -2.9% | -0.8% |
| 30D | +6.5% | +13.0% | -6.5% | +2.4% |
| 3M | +5.5% | -16.8% | +22.3% | +11.3% |
| 6M | +3.3% | -11.2% | +14.5% | +6.4% |
| YTD | +22.0% | -9.1% | +31.1% | +23.9% |
| 1Y | +25.7% | -4.8% | +30.5% | +25.4% |
| 3Y | +36.2% | -25.3% | +61.5% | +44.7% |
| All | +63.3% | -34.0% | +97.3% | +81.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling