+36.7%
LIN vs HPQ
+19.7%
+17.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.5% |
| 7D | +2.1% | +3.2% | -1.1% | +1.8% |
| 30D | +6.8% | -3.6% | +10.4% | +7.0% |
| 3M | +10.4% | -5.3% | +15.7% | +10.5% |
| 6M | +3.2% | +41.1% | -38.0% | -2.0% |
| YTD | +24.6% | +36.9% | -12.3% | +18.5% |
| 1Y | +24.4% | +23.5% | +0.9% | +20.2% |
| 3Y | +36.7% | +19.6% | +17.2% | +28.6% |
| All | +36.7% | +19.7% | +17.1% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 3y: compounded portfolio wealth divided by compounded HPQ 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…
3y analysis · Full analysis span regression · 6 months rolling