+417.5%
LIN vs HDB
+57.5%
+360.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.7% |
| 7D | +0.2% | +13.3% | -13.1% | -3.5% |
| 30D | +6.5% | +13.6% | -7.1% | +2.4% |
| 3M | +5.5% | +5.8% | -0.3% | +3.4% |
| 6M | +3.3% | -1.9% | +5.2% | +3.0% |
| YTD | +22.0% | -31.2% | +53.2% | +35.1% |
| 1Y | +25.7% | -29.6% | +55.3% | +38.1% |
| 3Y | +36.2% | -10.1% | +46.3% | +35.0% |
| 5Y | +66.1% | -24.3% | +90.4% | +71.5% |
| All | +417.5% | +57.5% | +360.0% | +321.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling