+427.2%
LIN vs HRB
+243.1%
+184.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.3% | -8.1% | +8.4% | +2.0% |
| 30D | +8.0% | +15.0% | -7.0% | +4.9% |
| 3M | +7.7% | +10.2% | -2.5% | +4.9% |
| 6M | +5.1% | +44.2% | -39.2% | -3.6% |
| YTD | +24.7% | +21.0% | +3.7% | +17.8% |
| 1Y | +25.1% | +12.0% | +13.1% | +20.3% |
| 3Y | +36.8% | +24.9% | +11.9% | +26.0% |
| 5Y | +67.9% | +144.6% | -76.8% | +28.9% |
| 10Y | +427.2% | +229.4% | +197.8% | +257.0% |
| All | +427.2% | +243.1% | +184.1% | +257.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling