+25.7%
LIN vs NVT
-0.2%
+26.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.2% |
| 7D | +2.0% | -13.0% | +15.0% | +1.5% |
| 30D | +7.9% | -32.7% | +40.6% | +6.7% |
| 3M | +6.3% | -30.6% | +36.9% | +5.3% |
| 6M | +6.5% | -33.6% | +40.1% | +6.0% |
| YTD | +23.6% | +11.0% | +12.6% | +23.6% |
| 1Y | +25.7% | +0.8% | +24.9% | +24.2% |
| All | +25.7% | -0.2% | +26.0% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling