+11,518.3%
LIN vs HAL
+734.8%
+10,783.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | +0.1% |
| 7D | +3.6% | -11.1% | +14.7% | +6.3% |
| 30D | +6.4% | -2.4% | +8.8% | +6.8% |
| 3M | +6.5% | +0.8% | +5.7% | +5.9% |
| 6M | +4.9% | -22.8% | +27.7% | +10.3% |
| YTD | +23.4% | +14.5% | +8.9% | +18.1% |
| 1Y | +26.3% | +20.2% | +6.1% | +19.3% |
| 3Y | +38.0% | -15.2% | +53.2% | +37.3% |
| 5Y | +68.0% | +42.5% | +25.5% | +41.7% |
| 10Y | +437.1% | -16.5% | +453.6% | +348.7% |
| All | +11,518.3% | +734.8% | +10,783.5% | +4,625.0% |
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