+36.2%
LIN vs NVT
+118.7%
-82.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.0% | -9.1% | -1.5% |
| 7D | +0.2% | -15.7% | +15.9% | +0.8% |
| 30D | +6.5% | -36.6% | +43.1% | +8.8% |
| 3M | +5.5% | -34.8% | +40.3% | +7.4% |
| 6M | +3.3% | -38.2% | +41.6% | +5.6% |
| YTD | +22.0% | +4.8% | +17.2% | +17.9% |
| 1Y | +25.7% | -2.8% | +28.5% | +22.3% |
| 3Y | +36.2% | +119.5% | -83.3% | +8.9% |
| All | +36.2% | +118.7% | -82.5% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling