+24.4%
LIN vs HDB
-29.0%
+53.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | +2.1% | +2.7% | -0.6% | +2.0% |
| 30D | +6.8% | +14.1% | -7.4% | +6.0% |
| 3M | +10.4% | +11.8% | -1.4% | +9.6% |
| 6M | +3.2% | +8.2% | -5.0% | +2.5% |
| YTD | +24.6% | -29.3% | +53.9% | +24.2% |
| 1Y | +24.4% | -28.8% | +53.2% | +23.8% |
| All | +24.4% | -29.0% | +53.4% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling