+250.1%
LIN vs NTR
+100.5%
+149.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | -2.1% | +8.1% | -10.2% | -4.2% |
| 30D | -2.4% | +18.8% | -21.2% | -7.0% |
| 3M | -5.6% | +16.2% | -21.8% | -9.7% |
| 6M | -3.4% | +9.8% | -13.1% | -6.7% |
| YTD | +13.1% | +30.9% | -17.8% | +3.6% |
| 1Y | +2.5% | +41.8% | -39.3% | -8.6% |
| 3Y | +27.6% | +35.8% | -8.2% | +13.0% |
| 5Y | +63.0% | +51.0% | +12.0% | +25.9% |
| All | +250.1% | +100.5% | +149.6% | +113.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling