+36.2%
LIN vs NOC
+16.8%
+19.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.2% | -5.8% | +6.0% | +0.9% |
| 30D | +6.5% | +10.9% | -4.4% | +4.9% |
| 3M | +5.5% | -7.1% | +12.6% | +6.4% |
| 6M | +3.3% | -5.3% | +8.7% | +3.8% |
| YTD | +22.0% | -6.8% | +28.8% | +22.1% |
| 1Y | +25.7% | -6.7% | +32.5% | +25.7% |
| 3Y | +36.2% | +17.2% | +19.1% | +28.8% |
| All | +36.2% | +16.8% | +19.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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