+11,518.3%
LIN vs GSK
+737.9%
+10,780.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.2% |
| 7D | +3.6% | +3.6% | 0.0% | +2.4% |
| 30D | +6.4% | +8.2% | -1.8% | +3.7% |
| 3M | +6.5% | -1.2% | +7.7% | +6.6% |
| 6M | +4.9% | +1.9% | +3.0% | +3.7% |
| YTD | +23.4% | +5.5% | +17.9% | +20.1% |
| 1Y | +26.3% | +11.8% | +14.5% | +20.6% |
| 3Y | +38.0% | +64.5% | -26.5% | +13.7% |
| 5Y | +68.0% | +41.9% | +26.1% | +43.9% |
| 10Y | +437.1% | +105.1% | +332.1% | +306.0% |
| All | +11,518.3% | +737.9% | +10,780.5% | +7,012.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling