+112.7%
ADI vs JD
-4.6%
+117.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.3% |
| 7D | +0.4% | -1.7% | +2.1% | +0.7% |
| 30D | -3.8% | -13.2% | +9.4% | -1.4% |
| 3M | -15.3% | -3.2% | -12.1% | -15.0% |
| 6M | +6.7% | +15.2% | -8.5% | +3.3% |
| YTD | +34.8% | +2.0% | +32.8% | +33.4% |
| 1Y | +49.0% | -5.4% | +54.4% | +49.5% |
| All | +112.7% | -4.6% | +117.3% | +108.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling