+358.4%
LIN vs NVS
+175.1%
+183.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -13.9% | +12.0% | +4.7% |
| 7D | -3.5% | -14.6% | +11.1% | +3.4% |
| 30D | -4.1% | -11.9% | +7.8% | +0.9% |
| 3M | -6.4% | -6.0% | -0.4% | -4.9% |
| 6M | -2.4% | -11.4% | +9.0% | +1.8% |
| YTD | +10.9% | +2.9% | +8.0% | +6.9% |
| 1Y | 0.0% | +10.2% | -10.2% | -7.3% |
| 3Y | +25.8% | +55.3% | -29.5% | -5.3% |
| 5Y | +60.8% | +89.6% | -28.8% | +5.4% |
| 10Y | +358.4% | +176.1% | +182.3% | +156.7% |
| All | +358.4% | +175.1% | +183.3% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NVS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling