+122.4%
HL vs LIN
+430.8%
-308.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.6% | +3.9% |
| 7D | +13.8% | +0.1% | +13.7% | +13.9% |
| 30D | -9.7% | +7.6% | -17.3% | -14.1% |
| 3M | -8.5% | +6.5% | -15.1% | -12.5% |
| 6M | -17.2% | +6.2% | -23.4% | -20.6% |
| YTD | -19.6% | +23.2% | -42.9% | -30.7% |
| 1Y | +11.1% | +25.4% | -14.3% | -5.2% |
| 3Y | +299.7% | +38.3% | +261.4% | +216.6% |
| 5Y | +156.5% | +64.4% | +92.1% | +79.5% |
| 10Y | +122.4% | +417.3% | -294.9% | -6.0% |
| All | +122.4% | +430.8% | -308.5% | -6.0% |
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