+299.8%
LIN vs NVT
+445.0%
-145.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.0% | -9.1% | -3.1% |
| 7D | +0.2% | -15.7% | +15.9% | +3.8% |
| 30D | +6.5% | -36.6% | +43.1% | +18.1% |
| 3M | +5.5% | -34.8% | +40.3% | +15.3% |
| 6M | +3.3% | -38.2% | +41.6% | +13.3% |
| YTD | +22.0% | +4.8% | +17.2% | +12.1% |
| 1Y | +25.7% | -2.8% | +28.5% | +17.7% |
| 3Y | +36.2% | +119.5% | -83.3% | -11.7% |
| 5Y | +66.1% | +204.7% | -138.6% | -8.2% |
| All | +299.8% | +445.0% | -145.2% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling