+5,387.9%
LIN vs HIG
+967.2%
+4,420.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.7% |
| 7D | +0.2% | +1.1% | -0.9% | 0.0% |
| 30D | +6.5% | +5.6% | +0.9% | +5.3% |
| 3M | +5.5% | -6.9% | +12.3% | +6.9% |
| 6M | +3.3% | +1.3% | +2.0% | +2.9% |
| YTD | +22.0% | -1.5% | +23.5% | +22.0% |
| 1Y | +25.7% | +6.6% | +19.1% | +23.8% |
| 3Y | +36.2% | +91.2% | -55.0% | +19.0% |
| 5Y | +66.1% | +106.1% | -40.0% | +42.7% |
| 10Y | +431.0% | +283.7% | +147.3% | +294.2% |
| All | +5,387.9% | +967.2% | +4,420.7% | +2,074.5% |
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