+11,596.6%
LIN vs HAS
+1,999.4%
+9,597.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.8% |
| 7D | +3.3% | +2.4% | +0.8% | +2.7% |
| 30D | +8.8% | +31.6% | -22.8% | +1.5% |
| 3M | +8.6% | +33.9% | -25.2% | +0.9% |
| 6M | +7.0% | +31.4% | -24.4% | -0.7% |
| YTD | +24.3% | +51.6% | -27.4% | +10.9% |
| 1Y | +27.3% | +65.2% | -37.9% | +11.0% |
| 3Y | +38.9% | +188.7% | -149.8% | +2.8% |
| 5Y | +69.4% | +55.7% | +13.7% | +43.6% |
| 10Y | +440.7% | +108.8% | +332.0% | +303.1% |
| All | +11,596.6% | +1,999.4% | +9,597.1% | +4,686.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling