+63.3%
LIN vs LH
+62.5%
+0.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | +0.2% | +1.4% | -1.2% | -0.3% |
| 30D | +6.5% | +17.5% | -11.0% | +0.8% |
| 3M | +5.5% | +16.1% | -10.6% | +0.1% |
| 6M | +3.3% | +43.4% | -40.0% | -8.8% |
| YTD | +22.0% | +47.2% | -25.2% | +6.0% |
| 1Y | +25.7% | +50.1% | -24.4% | +8.4% |
| 3Y | +36.2% | +81.2% | -44.9% | +7.3% |
| All | +63.3% | +62.5% | +0.8% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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