+23.5%
LIN vs HRB
+11.7%
+11.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +0.2% | -7.8% | +8.0% | +0.3% |
| 30D | +6.2% | +15.7% | -9.6% | +6.3% |
| 3M | +9.3% | -5.5% | +14.9% | +9.4% |
| 6M | +4.4% | +41.1% | -36.8% | +5.2% |
| YTD | +23.7% | +20.4% | +3.4% | +34.3% |
| 1Y | +23.5% | +15.2% | +8.2% | +35.8% |
| All | +23.5% | +11.7% | +11.8% | +35.8% |
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