+1,256.8%
WDC vs LIN
+27.3%
+1,229.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.0% |
| 7D | +1.7% | -2.1% | +3.9% | +2.0% |
| 30D | -10.0% | -2.4% | -7.5% | -9.7% |
| 3M | -18.8% | -5.6% | -13.2% | -18.6% |
| 6M | +79.0% | -3.4% | +82.4% | +77.8% |
| YTD | +171.6% | +13.1% | +158.4% | +155.1% |
| 1Y | +417.4% | +2.5% | +414.9% | +408.4% |
| All | +1,256.8% | +27.3% | +1,229.5% | +1,173.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling