+25.4%
LIN vs HRB
+8.1%
+17.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +1.0% |
| 7D | +0.1% | -2.4% | +2.5% | +0.1% |
| 30D | +7.6% | +15.7% | -8.2% | +7.8% |
| 3M | +6.5% | +11.4% | -4.8% | +7.0% |
| 6M | +6.2% | +40.7% | -34.5% | +7.0% |
| YTD | +23.2% | +21.0% | +2.3% | +33.1% |
| All | +25.4% | +8.1% | +17.3% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling