+63.6%
LIN vs GEHC
+31.6%
+32.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.8% |
| 7D | +0.2% | +7.6% | -7.4% | -1.2% |
| 30D | +6.5% | +27.5% | -21.0% | +1.6% |
| 3M | +5.5% | +17.2% | -11.8% | +2.2% |
| 6M | +3.3% | +33.6% | -30.3% | -2.6% |
| YTD | +22.0% | +0.6% | +21.4% | +21.3% |
| 1Y | +25.7% | +11.3% | +14.5% | +22.1% |
| 3Y | +36.2% | +16.5% | +19.7% | +28.1% |
| All | +63.6% | +31.6% | +32.0% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling