+25.7%
LIN vs THC
+35.6%
-9.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.1% |
| 7D | +0.2% | +3.7% | -3.5% | 0.0% |
| 30D | +6.5% | +9.0% | -2.6% | +6.0% |
| 3M | +5.5% | +10.4% | -4.9% | +5.0% |
| 6M | +3.3% | +45.7% | -42.3% | +1.7% |
| YTD | +22.0% | +42.6% | -20.5% | +20.0% |
| 1Y | +25.7% | +38.8% | -13.0% | +23.7% |
| All | +25.7% | +35.6% | -9.9% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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