+558.1%
LIN vs HCA
+1,648.5%
-1,090.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.7% |
| 7D | -2.1% | -3.1% | +1.0% | -1.4% |
| 30D | -2.4% | -1.1% | -1.3% | -2.2% |
| 3M | -5.6% | +12.2% | -17.7% | -8.6% |
| 6M | -3.4% | -25.3% | +22.0% | +3.1% |
| YTD | +13.1% | -12.9% | +26.1% | +15.9% |
| 1Y | +2.5% | -0.9% | +3.4% | +1.4% |
| 3Y | +27.6% | +47.6% | -20.0% | +12.3% |
| 5Y | +63.0% | +67.0% | -3.9% | +36.3% |
| 10Y | +359.3% | +471.4% | -112.2% | +181.0% |
| All | +558.1% | +1,648.5% | -1,090.4% | +200.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling