+71.6%
ADI vs JD
-6.9%
+78.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -6.3% | +5.2% | -11.5% | -6.7% |
| 30D | -3.2% | +4.5% | -7.7% | -3.6% |
| 3M | +2.8% | -15.4% | +18.2% | +5.0% |
| 6M | -5.0% | -6.0% | +1.0% | -4.1% |
| YTD | +46.3% | +2.2% | +44.2% | +47.7% |
| 1Y | +71.6% | -6.7% | +78.3% | +84.1% |
| All | +71.6% | -6.9% | +78.5% | +84.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling