-0.1%
LIN vs HLT
+11.0%
-11.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -4.0% | -1.5% | -2.5% | -3.8% |
| 30D | -4.9% | -1.2% | -3.7% | -4.8% |
| 3M | -9.2% | -10.3% | +1.2% | -7.9% |
| 6M | -2.6% | +1.3% | -3.8% | -3.0% |
| YTD | +10.5% | +7.0% | +3.5% | +7.6% |
| 1Y | -0.1% | +11.9% | -12.0% | -4.7% |
| All | -0.1% | +11.0% | -11.1% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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