+11,546.4%
LIN vs HRB
+1,849.1%
+9,697.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +0.2% | -7.8% | +8.0% | +2.2% |
| 30D | +6.2% | +15.7% | -9.6% | +2.3% |
| 3M | +9.3% | -5.5% | +14.9% | +10.3% |
| 6M | +4.4% | +41.1% | -36.8% | -5.4% |
| YTD | +23.7% | +20.4% | +3.4% | +14.8% |
| 1Y | +23.5% | +15.2% | +8.2% | +15.7% |
| 3Y | +35.8% | +24.3% | +11.5% | +22.7% |
| 5Y | +65.9% | +144.7% | -78.8% | +23.4% |
| 10Y | +423.1% | +227.8% | +195.3% | +233.9% |
| All | +11,546.4% | +1,849.1% | +9,697.4% | +4,565.9% |
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