-15.2%
HL vs LIN
+6.1%
-21.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.7% | -2.9% |
| 7D | 0.0% | +3.6% | -3.6% | -1.6% |
| 30D | -15.5% | +6.4% | -21.9% | -18.2% |
| 3M | -12.6% | +6.5% | -19.1% | -15.4% |
| 6M | -15.2% | +4.9% | -20.1% | -17.7% |
| All | -15.2% | +6.1% | -21.3% | -17.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling