+337.5%
AMD vs JD
-60.2%
+397.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +4.2% |
| 7D | +2.6% | -1.7% | +4.2% | +3.1% |
| 30D | -0.9% | -13.2% | +12.2% | +2.9% |
| 3M | -8.7% | -3.2% | -5.5% | -8.4% |
| 6M | +136.3% | +15.2% | +121.1% | +124.5% |
| YTD | +123.0% | +2.0% | +121.0% | +119.8% |
| 1Y | +195.2% | -5.4% | +200.6% | +196.9% |
| 3Y | +336.3% | -9.1% | +345.4% | +325.2% |
| All | +337.5% | -60.2% | +397.8% | +434.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling