+4,986.6%
LIN vs HIG
+1,002.1%
+3,984.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -2.1% | +0.3% | -2.4% | -2.2% |
| 30D | -2.4% | -3.2% | +0.8% | -1.8% |
| 3M | -5.6% | +9.1% | -14.7% | -7.3% |
| 6M | -3.4% | -1.8% | -1.6% | -3.2% |
| YTD | +13.1% | +1.8% | +11.3% | +12.5% |
| 1Y | +2.5% | +4.6% | -2.1% | +1.3% |
| 3Y | +27.6% | +101.6% | -74.0% | +10.3% |
| 5Y | +63.0% | +124.5% | -61.5% | +37.8% |
| 10Y | +359.3% | +317.8% | +41.5% | +235.7% |
| All | +4,986.6% | +1,002.1% | +3,984.5% | +1,903.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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