+61.9%
LIN vs NVT
+394.8%
-332.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.5% | -1.4% |
| 7D | -2.1% | +5.1% | -7.2% | -3.0% |
| 30D | -2.4% | -3.7% | +1.3% | -2.0% |
| 3M | -5.6% | -10.1% | +4.6% | -4.4% |
| 6M | -3.4% | +37.5% | -40.8% | -11.7% |
| YTD | +13.1% | +53.7% | -40.6% | +0.3% |
| 1Y | +2.5% | +70.9% | -68.4% | -12.6% |
| 3Y | +27.6% | +180.4% | -152.8% | -14.4% |
| All | +61.9% | +394.8% | -332.9% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling