+129.1%
ASML vs JD
-5.6%
+134.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.7% |
| 7D | +1.1% | -1.7% | +2.8% | +1.5% |
| 30D | +2.2% | -13.2% | +15.3% | +5.5% |
| 3M | -2.3% | -3.2% | +0.9% | -2.4% |
| 6M | +23.0% | +15.2% | +7.7% | +13.8% |
| YTD | +61.1% | +2.0% | +59.1% | +57.9% |
| 1Y | +129.1% | -5.4% | +134.5% | +142.4% |
| All | +129.1% | -5.6% | +134.8% | +142.4% |
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