+36.7%
LIN vs GEHC
+20.0%
+16.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.4% |
| 7D | +2.1% | +0.8% | +1.3% | +1.9% |
| 30D | +6.8% | +21.3% | -14.5% | +2.7% |
| 3M | +10.4% | +12.6% | -2.2% | +7.7% |
| 6M | +3.2% | +34.3% | -31.1% | -3.1% |
| YTD | +24.6% | +1.4% | +23.2% | +23.8% |
| 1Y | +24.4% | +12.5% | +11.9% | +20.4% |
| 3Y | +36.7% | +19.2% | +17.5% | +24.8% |
| All | +36.7% | +20.0% | +16.8% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling