+2,088.3%
LIN vs NRG
+1,290.6%
+797.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +0.3% | +17.1% | -16.8% | -3.6% |
| 30D | +8.0% | -7.9% | +15.9% | +9.3% |
| 3M | +7.7% | -18.2% | +25.9% | +11.5% |
| 6M | +5.1% | -28.4% | +33.4% | +11.0% |
| YTD | +24.7% | -37.9% | +62.6% | +34.7% |
| 1Y | +25.1% | -39.2% | +64.3% | +35.5% |
| 3Y | +36.8% | +125.3% | -88.5% | -3.4% |
| 5Y | +67.9% | +215.7% | -147.9% | +5.3% |
| 10Y | +427.2% | +985.8% | -558.7% | +115.9% |
| All | +2,088.3% | +1,290.6% | +797.6% | +749.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling