+61.9%
LIN vs HDB
-35.4%
+97.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | -2.1% | +0.4% | -2.6% | -2.2% |
| 30D | -2.4% | -2.8% | +0.4% | -1.7% |
| 3M | -5.6% | -3.5% | -2.0% | -5.2% |
| 6M | -3.4% | -24.7% | +21.3% | +3.5% |
| YTD | +13.1% | -36.6% | +49.7% | +27.1% |
| 1Y | +2.5% | -34.4% | +36.8% | +13.8% |
| 3Y | +27.6% | -24.4% | +52.0% | +33.1% |
| All | +61.9% | -35.4% | +97.3% | +72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling