+417.5%
LIN vs HRB
+249.6%
+167.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.3% |
| 7D | +0.2% | +2.7% | -2.5% | -0.3% |
| 30D | +6.5% | +22.1% | -15.6% | +2.2% |
| 3M | +5.5% | +15.7% | -10.2% | +1.8% |
| 6M | +3.3% | +83.3% | -80.0% | -10.4% |
| YTD | +22.0% | +25.0% | -3.0% | +14.6% |
| 1Y | +25.7% | +6.9% | +18.8% | +22.4% |
| 3Y | +36.2% | +39.0% | -2.8% | +22.4% |
| 5Y | +66.1% | +146.4% | -80.3% | +27.7% |
| All | +417.5% | +249.6% | +167.8% | +249.7% |
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