+26.3%
LIN vs HWM
-0.8%
+27.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.3% | -0.6% |
| 7D | +3.6% | -2.4% | +6.0% | +3.5% |
| 30D | +6.4% | -13.3% | +19.6% | +6.8% |
| 3M | +6.5% | -31.0% | +37.5% | +7.6% |
| 6M | +4.9% | -17.1% | +22.0% | +5.4% |
| YTD | +23.4% | -1.9% | +25.3% | +24.4% |
| 1Y | +26.3% | -2.4% | +28.7% | +26.9% |
| All | +26.3% | -0.8% | +27.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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