+610.1%
LIN vs HCA
+2,041.0%
-1,430.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.3% | -0.6% |
| 7D | +0.2% | +4.6% | -4.4% | -1.0% |
| 30D | +6.5% | +12.7% | -6.2% | +3.2% |
| 3M | +5.5% | +21.3% | -15.8% | +0.3% |
| 6M | +3.3% | +15.7% | -12.4% | -1.0% |
| YTD | +22.0% | +6.6% | +15.4% | +18.7% |
| 1Y | +25.7% | +5.7% | +20.0% | +22.4% |
| 3Y | +36.2% | +119.2% | -83.0% | +8.4% |
| 5Y | +66.1% | +107.9% | -41.8% | +31.4% |
| 10Y | +431.0% | +610.7% | -179.7% | +207.8% |
| All | +610.1% | +2,041.0% | -1,430.9% | +208.1% |
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