+401.2%
LIN vs JD
+50.3%
+350.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -1.1% |
| 7D | +3.6% | +11.7% | -8.2% | +2.2% |
| 30D | +6.4% | +8.1% | -1.7% | +5.4% |
| 3M | +6.5% | -12.0% | +18.5% | +8.0% |
| 6M | +4.9% | -3.5% | +8.4% | +5.0% |
| YTD | +23.4% | +3.3% | +20.1% | +22.3% |
| 1Y | +26.3% | -7.4% | +33.7% | +26.8% |
| 3Y | +38.0% | +16.6% | +21.4% | +30.3% |
| 5Y | +68.0% | -57.9% | +125.9% | +74.1% |
| 10Y | +437.1% | +32.6% | +404.5% | +350.8% |
| All | +401.2% | +50.3% | +350.9% | +316.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling