+10,545.1%
LIN vs WY
+487.9%
+10,057.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | -2.1% | -1.7% | -0.4% | -1.4% |
| 30D | -2.4% | -10.1% | +7.7% | +1.7% |
| 3M | -5.6% | -5.1% | -0.4% | -4.1% |
| 6M | -3.4% | -4.8% | +1.4% | -2.5% |
| YTD | +13.1% | -0.2% | +13.3% | +11.6% |
| 1Y | +2.5% | -6.6% | +9.1% | +3.5% |
| 3Y | +27.6% | -22.7% | +50.3% | +36.2% |
| 5Y | +63.0% | -22.2% | +85.3% | +70.4% |
| 10Y | +359.3% | +7.3% | +352.0% | +281.0% |
| All | +10,545.1% | +487.9% | +10,057.2% | +4,003.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling