+64.4%
LIN vs NTR
+21.9%
+42.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +0.1% | +3.0% | -2.9% | -0.3% |
| 30D | +7.6% | +7.1% | +0.4% | +6.4% |
| 3M | +6.5% | +13.1% | -6.5% | +4.4% |
| 6M | +6.2% | +7.6% | -1.4% | +4.8% |
| YTD | +23.2% | +20.0% | +3.3% | +19.0% |
| 1Y | +25.4% | +30.2% | -4.8% | +19.6% |
| 3Y | +38.3% | +46.8% | -8.5% | +28.0% |
| 5Y | +64.4% | +22.7% | +41.7% | +49.7% |
| All | +64.4% | +21.9% | +42.5% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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