+68.0%
LIN vs HAS
+52.6%
+15.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | +6.4% | +31.3% | -24.9% | +1.3% |
| 3M | +6.5% | +32.1% | -25.6% | +1.3% |
| 6M | +4.9% | +28.1% | -23.3% | 0.0% |
| YTD | +23.4% | +49.1% | -25.7% | +14.0% |
| 1Y | +26.3% | +60.5% | -34.2% | +14.9% |
| 3Y | +38.0% | +183.9% | -145.9% | +9.9% |
| 5Y | +68.0% | +51.2% | +16.8% | +70.5% |
| All | +68.0% | +52.6% | +15.4% | +70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling