+118.2%
WFC vs LIN
+417.8%
-299.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.1% |
| 7D | +0.9% | +2.0% | -1.1% | -0.4% |
| 30D | +3.3% | +7.9% | -4.6% | -1.7% |
| 3M | -1.4% | +6.3% | -7.7% | -5.5% |
| 6M | +14.7% | +6.5% | +8.2% | +9.1% |
| YTD | -5.9% | +23.6% | -29.5% | -19.5% |
| 1Y | +1.8% | +25.7% | -23.9% | -14.0% |
| 3Y | +124.9% | +35.6% | +89.3% | +77.8% |
| 5Y | +92.7% | +65.9% | +26.9% | +29.3% |
| 10Y | +118.2% | +412.1% | -293.8% | -24.5% |
| All | +118.2% | +417.8% | -299.6% | -24.5% |
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