+63.3%
LIN vs HCA
+106.8%
-43.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.3% | -0.6% |
| 7D | +0.2% | +4.6% | -4.4% | -0.9% |
| 30D | +6.5% | +12.7% | -6.2% | +3.5% |
| 3M | +5.5% | +21.3% | -15.8% | +0.7% |
| 6M | +3.3% | +15.7% | -12.4% | -0.6% |
| YTD | +22.0% | +6.6% | +15.4% | +19.0% |
| 1Y | +25.7% | +5.7% | +20.0% | +22.7% |
| 3Y | +36.2% | +119.2% | -83.0% | +6.1% |
| All | +63.3% | +106.8% | -43.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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