+113.2%
WDC vs LIN
+27.8%
+85.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.3% | -5.1% |
| 7D | -18.3% | +3.3% | -21.6% | -16.4% |
| 30D | -26.7% | +8.8% | -35.5% | -22.8% |
| 3M | -40.9% | +8.6% | -49.6% | -37.7% |
| 6M | -26.8% | +7.0% | -33.8% | -24.0% |
| YTD | +88.2% | +24.3% | +63.9% | +104.0% |
| 1Y | +113.2% | +27.3% | +85.9% | +130.4% |
| All | +113.2% | +27.8% | +85.4% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 1y: compounded portfolio wealth divided by compounded LIN 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…
1y analysis · Full analysis span regression · 6 months rolling