+25.7%
LIN vs NVT
-5.2%
+30.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.0% | -9.1% | -0.8% |
| 7D | +0.2% | -15.7% | +15.9% | -0.5% |
| 30D | +6.5% | -36.6% | +43.1% | +5.1% |
| 3M | +5.5% | -34.8% | +40.3% | +4.2% |
| 6M | +3.3% | -38.2% | +41.6% | +2.6% |
| YTD | +22.0% | +4.8% | +17.2% | +21.6% |
| 1Y | +25.7% | -2.8% | +28.5% | +24.1% |
| All | +25.7% | -5.2% | +30.9% | +24.1% |
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