+4.9%
LIN vs JD
-4.0%
+8.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -0.8% |
| 7D | +3.6% | +11.7% | -8.2% | +3.1% |
| 30D | +6.4% | +8.1% | -1.7% | +6.0% |
| 3M | +6.5% | -12.0% | +18.5% | +6.9% |
| 6M | +4.9% | -3.5% | +8.4% | +4.4% |
| All | +4.9% | -4.0% | +8.9% | +4.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling