+27.3%
LIN vs NRG
-50.8%
+78.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -13.5% | +16.1% | +2.4% |
| 7D | +3.3% | -13.7% | +17.0% | +3.1% |
| 30D | +8.8% | -13.6% | +22.4% | +8.5% |
| 3M | +8.6% | -28.5% | +37.1% | +8.6% |
| 6M | +7.0% | -45.8% | +52.8% | +7.0% |
| YTD | +24.3% | -46.9% | +71.2% | +25.5% |
| 1Y | +27.3% | -49.7% | +77.0% | +28.1% |
| All | +27.3% | -50.8% | +78.0% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling