+10,545.1%
LIN vs HAL
+869.5%
+9,675.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -2.1% | +2.9% | -5.1% | -2.8% |
| 30D | -2.4% | +17.0% | -19.5% | -5.9% |
| 3M | -5.6% | -9.7% | +4.1% | -3.8% |
| 6M | -3.4% | +8.6% | -12.0% | -6.0% |
| YTD | +13.1% | +33.0% | -19.9% | +4.8% |
| 1Y | +2.5% | +68.3% | -65.8% | -10.5% |
| 3Y | +27.6% | +0.1% | +27.5% | +22.3% |
| 5Y | +63.0% | +102.6% | -39.6% | +26.7% |
| 10Y | +359.3% | +3.8% | +355.5% | +265.4% |
| All | +10,545.1% | +869.5% | +9,675.6% | +4,096.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling