+25.0%
HL vs LIN
+27.8%
-2.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.6% | +10.6% | +11.8% |
| 7D | +0.2% | +3.3% | -3.1% | -1.3% |
| 30D | -12.1% | +8.8% | -20.9% | -15.8% |
| 3M | -2.8% | +8.6% | -11.5% | -7.0% |
| 6M | -14.9% | +7.0% | -21.9% | -17.5% |
| YTD | -22.0% | +24.3% | -46.3% | -35.0% |
| 1Y | +25.0% | +27.3% | -2.2% | -2.4% |
| All | +25.0% | +27.8% | -2.8% | -2.4% |
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