+194.3%
LIN vs JEPI
+98.2%
+96.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | -1.5% |
| 7D | +0.1% | +0.3% | -0.2% | -0.5% |
| 30D | +7.6% | +1.4% | +6.1% | +5.4% |
| 3M | +6.5% | +1.3% | +5.3% | +4.6% |
| 6M | +6.2% | +6.3% | -0.2% | -2.0% |
| YTD | +23.2% | +6.8% | +16.4% | +12.7% |
| 1Y | +25.4% | +9.8% | +15.6% | +10.6% |
| 3Y | +38.3% | +36.0% | +2.3% | -10.0% |
| 5Y | +64.4% | +43.4% | +21.1% | 0.0% |
| All | +194.3% | +98.2% | +96.1% | -2.3% |
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