+61.9%
LIN vs NVMI
+266.4%
-204.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.5% | -1.6% |
| 7D | -2.1% | +6.6% | -8.7% | -2.8% |
| 30D | -2.4% | -7.5% | +5.1% | -1.7% |
| 3M | -5.6% | -28.5% | +22.9% | -2.7% |
| 6M | -3.4% | -15.7% | +12.4% | -3.1% |
| YTD | +13.1% | +13.3% | -0.2% | +8.1% |
| 1Y | +2.5% | +48.3% | -45.8% | -6.9% |
| 3Y | +27.6% | +191.2% | -163.6% | -6.1% |
| All | +61.9% | +266.4% | -204.5% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling