+61.9%
LIN vs HBM
+349.4%
-287.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.9% |
| 7D | -2.1% | -6.4% | +4.2% | -1.4% |
| 30D | -2.4% | +5.9% | -8.3% | -3.2% |
| 3M | -5.6% | -8.9% | +3.3% | -5.2% |
| 6M | -3.4% | +10.7% | -14.1% | -6.0% |
| YTD | +13.1% | +38.3% | -25.2% | +6.0% |
| 1Y | +2.5% | +121.3% | -118.9% | -10.9% |
| 3Y | +27.6% | +450.6% | -423.0% | -8.4% |
| All | +61.9% | +349.4% | -287.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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