+417.3%
LIN vs HRB
+246.2%
+171.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +1.6% |
| 7D | +0.1% | -2.4% | +2.5% | +0.6% |
| 30D | +7.6% | +15.7% | -8.2% | +4.4% |
| 3M | +6.5% | +11.4% | -4.8% | +3.6% |
| 6M | +6.2% | +40.7% | -34.5% | -2.1% |
| YTD | +23.2% | +21.0% | +2.3% | +16.4% |
| 1Y | +25.4% | +7.2% | +18.2% | +21.8% |
| 3Y | +38.3% | +29.2% | +9.1% | +26.3% |
| 5Y | +64.4% | +142.3% | -77.9% | +26.6% |
| 10Y | +417.3% | +253.1% | +164.2% | +249.9% |
| All | +417.3% | +246.2% | +171.1% | +249.9% |
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