+11,385.0%
LIN vs WY
+435.8%
+10,949.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | +0.1% |
| 7D | +0.2% | +3.1% | -2.9% | -1.1% |
| 30D | +6.5% | +13.0% | -6.5% | +1.1% |
| 3M | +5.5% | -16.8% | +22.3% | +13.0% |
| 6M | +3.3% | -11.2% | +14.5% | +7.2% |
| YTD | +22.0% | -9.1% | +31.1% | +24.5% |
| 1Y | +25.7% | -4.8% | +30.5% | +25.7% |
| 3Y | +36.2% | -25.3% | +61.5% | +46.8% |
| 5Y | +66.1% | -33.2% | +99.2% | +84.6% |
| 10Y | +431.0% | +6.6% | +424.4% | +340.1% |
| All | +11,385.0% | +435.8% | +10,949.2% | +4,478.1% |
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