+64.4%
LIN vs NRG
+209.2%
-144.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.3% | -9.3% | 0.0% |
| 7D | +0.1% | +2.9% | -2.8% | -0.4% |
| 30D | +7.6% | -9.3% | +16.9% | +8.4% |
| 3M | +6.5% | -17.1% | +23.7% | +8.2% |
| 6M | +6.2% | -28.9% | +35.1% | +9.1% |
| YTD | +23.2% | -37.9% | +61.2% | +28.1% |
| 1Y | +25.4% | -42.7% | +68.1% | +31.6% |
| 3Y | +38.3% | +127.5% | -89.2% | +1.8% |
| 5Y | +64.4% | +217.4% | -153.0% | +6.9% |
| All | +64.4% | +209.2% | -144.8% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling