+3,526.4%
LIN vs HDB
+4,068.7%
-542.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.1% |
| 7D | +3.6% | +13.3% | -9.7% | -0.2% |
| 30D | +6.4% | +10.2% | -3.8% | +3.2% |
| 3M | +6.5% | +3.6% | +2.9% | +5.0% |
| 6M | +4.9% | -0.5% | +5.4% | +4.0% |
| YTD | +23.4% | -32.4% | +55.8% | +36.8% |
| 1Y | +26.3% | -31.1% | +57.4% | +39.1% |
| 3Y | +38.0% | -12.6% | +50.6% | +38.5% |
| 5Y | +68.0% | -25.7% | +93.7% | +75.0% |
| 10Y | +437.1% | +56.5% | +380.6% | +325.4% |
| All | +3,526.4% | +4,068.7% | -542.3% | +1,132.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling