+68.5%
LIN vs NVT
+226.5%
-158.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | +2.1% | +8.0% | -5.9% | +0.9% |
| 30D | +6.8% | -24.8% | +31.5% | +10.9% |
| 3M | +10.4% | -32.4% | +42.8% | +16.3% |
| 6M | +3.2% | -33.5% | +36.6% | +8.4% |
| YTD | +24.6% | +13.2% | +11.4% | +14.8% |
| 1Y | +24.4% | +9.0% | +15.4% | +15.3% |
| 3Y | +36.7% | +129.4% | -92.6% | -9.9% |
| All | +68.5% | +226.5% | -158.0% | -14.8% |
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