+567.0%
WDC vs LIN
+67.2%
+499.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.3% |
| 7D | +12.1% | +2.1% | +10.0% | +11.1% |
| 30D | -18.8% | +6.8% | -25.6% | -21.4% |
| 3M | -39.3% | +10.4% | -49.7% | -42.4% |
| 6M | -40.1% | +3.2% | -43.3% | -41.9% |
| YTD | +71.8% | +24.6% | +47.2% | +47.6% |
| 1Y | +88.5% | +24.4% | +64.1% | +61.7% |
| 3Y | +770.0% | +36.7% | +733.2% | +582.6% |
| All | +567.0% | +67.2% | +499.8% | +325.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling