+144.6%
HL vs LIN
+418.8%
-274.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.8% |
| 7D | -5.6% | +0.3% | -5.9% | -5.8% |
| 30D | -16.2% | +8.0% | -24.2% | -20.4% |
| 3M | -20.5% | +7.7% | -28.2% | -24.5% |
| 6M | -31.7% | +5.1% | -36.7% | -34.2% |
| YTD | -26.4% | +24.7% | -51.1% | -37.1% |
| 1Y | -4.3% | +25.1% | -29.4% | -18.3% |
| 3Y | +276.9% | +36.8% | +240.0% | +200.6% |
| 5Y | +124.1% | +67.9% | +56.2% | +54.5% |
| 10Y | +144.6% | +427.2% | -282.5% | +1.1% |
| All | +144.6% | +418.8% | -274.2% | +1.1% |
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