+11,530.6%
LIN vs HRB
+1,859.0%
+9,671.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.0% | -4.0% | +6.0% | +3.0% |
| 30D | +7.9% | +15.8% | -7.9% | +3.9% |
| 3M | +6.3% | +12.0% | -5.7% | +2.5% |
| 6M | +6.5% | +40.7% | -34.3% | -3.4% |
| YTD | +23.6% | +21.0% | +2.6% | +14.5% |
| 1Y | +25.7% | +11.7% | +14.1% | +18.8% |
| 3Y | +35.6% | +25.0% | +10.6% | +22.3% |
| 5Y | +65.9% | +141.0% | -75.2% | +23.9% |
| 10Y | +412.1% | +241.3% | +170.8% | +223.3% |
| All | +11,530.6% | +1,859.0% | +9,671.5% | +4,553.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling