+278.9%
ADBE vs JD
+52.8%
+226.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.2% |
| 7D | -4.4% | +13.4% | -17.7% | -6.9% |
| 30D | +2.8% | +7.7% | -4.9% | +1.2% |
| 3M | -8.0% | -11.3% | +3.2% | -6.0% |
| 6M | -4.3% | -5.1% | +0.8% | -3.8% |
| YTD | -31.6% | +5.0% | -36.7% | -33.0% |
| 1Y | -26.9% | -5.6% | -21.3% | -26.7% |
| 3Y | -57.7% | +17.8% | -75.4% | -62.1% |
| 5Y | -63.9% | -57.2% | -6.7% | -61.3% |
| 10Y | +125.3% | +34.8% | +90.5% | +71.9% |
| All | +278.9% | +52.8% | +226.2% | +187.1% |
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