+63.3%
LIN vs HAL
+41.5%
+21.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | +0.2% | -12.0% | +12.2% | +1.8% |
| 30D | +6.5% | +0.3% | +6.2% | +6.3% |
| 3M | +5.5% | -1.6% | +7.1% | +5.5% |
| 6M | +3.3% | -20.5% | +23.8% | +6.2% |
| YTD | +22.0% | +14.2% | +7.8% | +18.5% |
| 1Y | +25.7% | +18.9% | +6.9% | +21.3% |
| 3Y | +36.2% | -13.7% | +50.0% | +34.8% |
| All | +63.3% | +41.5% | +21.8% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling