+65.9%
LIN vs GSK
+44.6%
+21.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +2.0% | +5.2% | -3.2% | +0.7% |
| 30D | +7.9% | +10.2% | -2.3% | +5.3% |
| 3M | +6.3% | -0.9% | +7.2% | +6.3% |
| 6M | +6.5% | +3.5% | +3.0% | +5.2% |
| YTD | +23.6% | +7.2% | +16.3% | +20.4% |
| 1Y | +25.7% | +12.0% | +13.7% | +21.0% |
| 3Y | +35.6% | +67.3% | -31.7% | +12.7% |
| 5Y | +65.9% | +45.3% | +20.6% | +37.7% |
| All | +65.9% | +44.6% | +21.3% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling