+36.2%
LIN vs NVMI
+211.5%
-175.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.7% | -12.9% | -1.5% |
| 7D | +0.2% | +0.3% | -0.1% | +0.2% |
| 30D | +6.5% | -17.1% | +23.6% | +7.2% |
| 3M | +5.5% | -17.9% | +23.3% | +6.1% |
| 6M | +3.3% | -41.4% | +44.7% | +5.2% |
| YTD | +22.0% | -4.6% | +26.7% | +20.3% |
| 1Y | +25.7% | -0.3% | +26.0% | +23.4% |
| 3Y | +36.2% | +214.5% | -178.2% | +11.7% |
| All | +36.2% | +211.5% | -175.3% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling