+156.4%
ADBE vs JD
+14.7%
+141.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.5% | -0.4% |
| 7D | -8.9% | -3.0% | -5.9% | -8.3% |
| 30D | -6.6% | -19.3% | +12.7% | -2.3% |
| 3M | +7.1% | -6.0% | +13.2% | +8.4% |
| 6M | -9.8% | +1.8% | -11.6% | -10.8% |
| YTD | -27.2% | -2.6% | -24.6% | -27.4% |
| 1Y | -28.0% | -17.4% | -10.6% | -25.8% |
| 3Y | -54.5% | -8.6% | -45.9% | -57.0% |
| 5Y | -61.5% | -61.6% | +0.1% | -57.1% |
| 10Y | +156.4% | +16.9% | +139.6% | +84.8% |
| All | +156.4% | +14.7% | +141.7% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling