+369.0%
LIN vs NVMI
+3,062.9%
-2,693.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -4.0% | +6.9% | -10.9% | -5.0% |
| 30D | -4.9% | -2.8% | -2.1% | -4.7% |
| 3M | -9.2% | -27.3% | +18.1% | -5.3% |
| 6M | -2.6% | -13.7% | +11.1% | -2.5% |
| YTD | +10.5% | +13.8% | -3.3% | +4.1% |
| 1Y | -0.1% | +34.9% | -35.0% | -9.9% |
| 3Y | +25.4% | +213.5% | -188.2% | -12.9% |
| 5Y | +59.7% | +272.5% | -212.8% | +2.4% |
| 10Y | +369.0% | +3,142.4% | -2,773.4% | +101.6% |
| All | +369.0% | +3,062.9% | -2,693.9% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling