+660.4%
WDC vs LIN
+417.8%
+242.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -16.7% | +2.0% | -18.7% | -17.9% |
| 30D | -27.2% | +7.9% | -35.1% | -31.3% |
| 3M | -34.0% | +6.3% | -40.3% | -37.4% |
| 6M | -39.7% | +6.5% | -46.2% | -43.7% |
| YTD | +68.1% | +23.6% | +44.5% | +38.7% |
| 1Y | +66.3% | +25.7% | +40.6% | +34.9% |
| 3Y | +754.4% | +35.6% | +718.8% | +536.4% |
| 5Y | +595.8% | +65.9% | +529.9% | +329.3% |
| 10Y | +660.4% | +412.1% | +248.3% | +102.9% |
| All | +660.4% | +417.8% | +242.6% | +102.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling