+159.7%
GILD vs LIN
+373.9%
-214.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -1.1% |
| 7D | -4.8% | -2.4% | -2.4% | -4.1% |
| 30D | +5.8% | -2.4% | +8.2% | +6.6% |
| 3M | +14.9% | -9.3% | +24.2% | +18.4% |
| 6M | -0.4% | -2.6% | +2.2% | +0.2% |
| YTD | +18.5% | +10.4% | +8.1% | +14.3% |
| 1Y | +25.1% | -2.3% | +27.4% | +25.4% |
| 3Y | +105.9% | +24.4% | +81.5% | +90.1% |
| 5Y | +143.0% | +60.7% | +82.3% | +103.3% |
| All | +159.7% | +373.9% | -214.2% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling