+11,385.0%
LIN vs HRB
+1,924.4%
+9,460.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.1% |
| 7D | +0.2% | +2.7% | -2.5% | -0.5% |
| 30D | +6.5% | +22.1% | -15.6% | +1.3% |
| 3M | +5.5% | +15.7% | -10.2% | +0.9% |
| 6M | +3.3% | +83.3% | -80.0% | -12.9% |
| YTD | +22.0% | +25.0% | -3.0% | +12.2% |
| 1Y | +25.7% | +6.9% | +18.8% | +20.1% |
| 3Y | +36.2% | +39.0% | -2.8% | +19.7% |
| 5Y | +66.1% | +146.4% | -80.3% | +23.4% |
| 10Y | +431.0% | +254.4% | +176.5% | +232.2% |
| All | +11,385.0% | +1,924.4% | +9,460.7% | +4,460.9% |
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