+61.9%
LIN vs WY
-21.8%
+83.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -2.1% | -1.7% | -0.4% | -1.6% |
| 30D | -2.4% | -10.1% | +7.7% | +0.7% |
| 3M | -5.6% | -5.1% | -0.4% | -4.4% |
| 6M | -3.4% | -4.8% | +1.4% | -2.6% |
| YTD | +13.1% | -0.2% | +13.3% | +11.9% |
| 1Y | +2.5% | -6.6% | +9.1% | +3.5% |
| 3Y | +27.6% | -22.7% | +50.3% | +35.2% |
| All | +61.9% | -21.8% | +83.7% | +72.9% |
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