+164.9%
LIN vs JEPI
+94.5%
+70.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | -3.5% | -0.2% | -3.2% | -3.2% |
| 30D | -4.1% | -0.6% | -3.5% | -3.4% |
| 3M | -6.4% | +4.8% | -11.2% | -11.8% |
| 6M | -2.4% | +2.1% | -4.5% | -5.2% |
| YTD | +10.9% | +4.8% | +6.1% | +4.1% |
| 1Y | 0.0% | +8.4% | -8.4% | -10.2% |
| 3Y | +25.8% | +30.8% | -5.0% | -13.4% |
| 5Y | +60.8% | +41.0% | +19.9% | +0.1% |
| All | +164.9% | +94.5% | +70.4% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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