+3,659.6%
LIN vs NVMI
+1,709.4%
+1,950.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.4% |
| 7D | +2.0% | +7.6% | -5.6% | +1.4% |
| 30D | +7.9% | -7.7% | +15.6% | +8.3% |
| 3M | +6.3% | -15.4% | +21.7% | +7.2% |
| 6M | +6.5% | -37.5% | +44.0% | +9.0% |
| YTD | +23.6% | -0.8% | +24.4% | +22.0% |
| 1Y | +25.7% | +2.4% | +23.3% | +23.7% |
| 3Y | +35.6% | +191.5% | -155.9% | +21.8% |
| 5Y | +65.9% | +156.3% | -90.5% | +49.1% |
| 10Y | +412.1% | +2,539.4% | -2,127.3% | +301.8% |
| All | +3,659.6% | +1,709.4% | +1,950.1% | +2,426.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling