+417.5%
LIN vs GSK
+103.4%
+314.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | +0.2% | +1.7% | -1.5% | -0.4% |
| 30D | +6.5% | +7.0% | -0.6% | +3.8% |
| 3M | +5.5% | -2.7% | +8.1% | +6.1% |
| 6M | +3.3% | +1.4% | +1.9% | +2.2% |
| YTD | +22.0% | +5.3% | +16.7% | +18.1% |
| 1Y | +25.7% | +10.6% | +15.1% | +19.3% |
| 3Y | +36.2% | +62.6% | -26.4% | +6.5% |
| 5Y | +66.1% | +41.7% | +24.4% | +36.2% |
| All | +417.5% | +103.4% | +314.1% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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