+38.3%
LIN vs NRG
+125.1%
-86.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.3% | -9.3% | +0.6% |
| 7D | +0.1% | +2.9% | -2.8% | -0.1% |
| 30D | +7.6% | -9.3% | +16.9% | +8.0% |
| 3M | +6.5% | -17.1% | +23.7% | +7.3% |
| 6M | +6.2% | -28.9% | +35.1% | +7.5% |
| YTD | +23.2% | -37.9% | +61.2% | +25.6% |
| 1Y | +25.4% | -42.7% | +68.1% | +28.4% |
| 3Y | +38.3% | +127.5% | -89.2% | +19.9% |
| All | +38.3% | +125.1% | -86.8% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling