+25.7%
LIN vs JBL
+9.5%
+16.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.1% |
| 7D | +0.2% | -12.3% | +12.5% | -0.3% |
| 30D | +6.5% | -20.2% | +26.6% | +5.7% |
| 3M | +5.5% | -30.6% | +36.1% | +4.2% |
| 6M | +3.3% | -35.8% | +39.1% | +2.0% |
| YTD | +22.0% | +4.9% | +17.1% | +25.6% |
| 1Y | +25.7% | +11.3% | +14.4% | +29.2% |
| All | +25.7% | +9.5% | +16.2% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling