+68.5%
LIN vs HRB
+140.6%
-72.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.9% |
| 7D | +2.1% | -5.1% | +7.2% | +2.8% |
| 30D | +6.8% | +8.7% | -1.9% | +5.5% |
| 3M | +10.4% | -5.4% | +15.8% | +11.1% |
| 6M | +3.2% | +41.6% | -38.4% | -2.9% |
| YTD | +24.6% | +18.7% | +5.9% | +21.6% |
| 1Y | +24.4% | +16.4% | +8.0% | +21.9% |
| 3Y | +36.7% | +22.0% | +14.8% | +29.9% |
| All | +68.5% | +140.6% | -72.1% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling