+431.5%
LIN vs HAL
-13.9%
+445.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | +0.1% |
| 7D | +2.1% | +6.1% | -4.0% | +0.9% |
| 30D | +6.8% | +2.9% | +3.9% | +6.0% |
| 3M | +10.4% | +3.3% | +7.0% | +9.4% |
| 6M | +3.2% | -16.9% | +20.1% | +6.3% |
| YTD | +24.6% | +21.2% | +3.4% | +18.5% |
| 1Y | +24.4% | +27.5% | -3.2% | +17.0% |
| 3Y | +36.7% | -6.4% | +43.2% | +33.7% |
| 5Y | +67.0% | +58.0% | +9.0% | +40.0% |
| All | +431.5% | -13.9% | +445.4% | +341.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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