+5,657.4%
AVGO vs JD
+52.8%
+5,604.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | -9.9% | +13.4% | -23.3% | -12.5% |
| 30D | -22.0% | +7.7% | -29.7% | -23.4% |
| 3M | -30.0% | -11.3% | -18.8% | -28.4% |
| 6M | -30.7% | -5.1% | -25.6% | -30.4% |
| YTD | -14.7% | +5.0% | -19.7% | -16.4% |
| 1Y | -16.8% | -5.6% | -11.2% | -16.5% |
| 3Y | +244.4% | +17.8% | +226.7% | +212.7% |
| 5Y | +474.0% | -57.2% | +531.2% | +516.4% |
| 10Y | +2,122.6% | +34.8% | +2,087.8% | +1,501.2% |
| All | +5,657.4% | +52.8% | +5,604.6% | +4,019.1% |
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