-4.3%
HL vs LIN
+25.4%
-29.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.7% |
| 7D | -5.6% | +0.3% | -5.9% | -5.7% |
| 30D | -16.2% | +8.0% | -24.2% | -19.6% |
| 3M | -20.5% | +7.7% | -28.2% | -23.7% |
| 6M | -31.7% | +5.1% | -36.7% | -33.2% |
| YTD | -26.4% | +24.7% | -51.1% | -41.6% |
| 1Y | -4.3% | +25.1% | -29.4% | -21.7% |
| All | -4.3% | +25.4% | -29.7% | -21.7% |
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