+1,884.7%
LIN vs NRG
+1,589.2%
+295.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.4% | -7.4% | -2.5% |
| 7D | -2.1% | +7.1% | -9.2% | -3.8% |
| 30D | -2.4% | -1.4% | -1.0% | -2.4% |
| 3M | -5.6% | -10.5% | +4.9% | -4.3% |
| 6M | -3.4% | -26.7% | +23.4% | +2.1% |
| YTD | +13.1% | -24.5% | +37.6% | +17.9% |
| 1Y | +2.5% | -18.6% | +21.0% | +3.7% |
| 3Y | +27.6% | +227.1% | -199.5% | -17.6% |
| 5Y | +63.0% | +198.8% | -135.7% | +5.6% |
| 10Y | +359.3% | +1,122.3% | -763.0% | +83.9% |
| All | +1,884.7% | +1,589.2% | +295.5% | +643.5% |
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