+10,545.1%
LIN vs HBAN
+535.7%
+10,009.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.1% | +0.7% | -2.8% | -2.3% |
| 30D | -2.4% | -3.2% | +0.8% | -1.8% |
| 3M | -5.6% | +4.0% | -9.5% | -6.4% |
| 6M | -3.4% | +3.1% | -6.5% | -4.2% |
| YTD | +13.1% | 0.0% | +13.1% | +12.5% |
| 1Y | +2.5% | -1.2% | +3.7% | +2.0% |
| 3Y | +27.6% | +72.5% | -44.9% | +12.7% |
| 5Y | +63.0% | +39.3% | +23.7% | +48.2% |
| 10Y | +359.3% | +157.3% | +201.9% | +261.5% |
| All | +10,545.1% | +535.7% | +10,009.4% | +5,685.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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