+44.7%
LIN vs NVDX
+507.9%
-463.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.1% | -6.3% | -1.2% |
| 7D | +0.2% | -18.2% | +18.4% | +0.5% |
| 30D | +6.5% | -40.2% | +46.7% | +7.4% |
| 3M | +5.5% | -32.6% | +38.1% | +6.1% |
| 6M | +3.3% | -30.6% | +33.9% | +3.7% |
| YTD | +22.0% | -22.3% | +44.3% | +21.8% |
| 1Y | +25.7% | -27.1% | +52.9% | +25.7% |
| 3Y | +36.2% | +441.8% | -405.6% | +22.7% |
| All | +44.7% | +507.9% | -463.3% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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