+66.1%
LIN vs NXT
+213.5%
-147.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | +2.1% | -9.4% | +11.5% | +2.3% |
| 30D | +6.8% | +15.1% | -8.3% | +6.3% |
| 3M | +10.4% | -9.1% | +19.5% | +10.5% |
| 6M | +3.2% | -30.3% | +33.5% | +3.7% |
| YTD | +24.6% | +9.1% | +15.5% | +23.4% |
| 1Y | +24.4% | +7.9% | +16.5% | +23.1% |
| 3Y | +36.7% | +176.5% | -139.7% | +28.6% |
| All | +66.1% | +213.5% | -147.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling