+61.9%
LIN vs JD
-60.2%
+122.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.1% |
| 7D | -2.1% | -1.7% | -0.4% | -2.0% |
| 30D | -2.4% | -13.2% | +10.7% | -1.4% |
| 3M | -5.6% | -3.2% | -2.4% | -5.4% |
| 6M | -3.4% | +15.2% | -18.6% | -4.8% |
| YTD | +13.1% | +2.0% | +11.1% | +12.6% |
| 1Y | +2.5% | -5.4% | +7.8% | +2.5% |
| 3Y | +27.6% | -9.1% | +36.7% | +25.8% |
| All | +61.9% | -60.2% | +122.1% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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