+52.6%
AZN vs JD
+17.9%
+34.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | -1.1% | -4.1% | +3.1% | -0.8% |
| 30D | +13.8% | +4.6% | +9.2% | +13.5% |
| 3M | +17.3% | -4.7% | +22.0% | +17.6% |
| 6M | -1.7% | -17.4% | +15.6% | -0.5% |
| YTD | +1.4% | +0.7% | +0.7% | +1.2% |
| 1Y | +5.2% | -5.9% | +11.0% | +5.4% |
| 3Y | +52.6% | +18.9% | +33.8% | +48.1% |
| All | +52.6% | +17.9% | +34.8% | +48.1% |
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 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