+37.8%
LIN vs HAS
+182.9%
-145.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | +6.4% | +31.3% | -24.9% | +2.7% |
| 3M | +6.5% | +32.1% | -25.6% | +2.7% |
| 6M | +4.9% | +28.1% | -23.3% | +1.3% |
| YTD | +23.4% | +49.1% | -25.7% | +16.4% |
| 1Y | +26.3% | +60.5% | -34.2% | +17.7% |
| All | +37.8% | +182.9% | -145.1% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 3y: compounded portfolio wealth divided by compounded HAS 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…
3y analysis · Full analysis span regression · 6 months rolling