+360.5%
BE vs JD
-5.6%
+366.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.5% | +6.5% |
| 7D | +20.0% | -1.7% | +21.6% | +20.8% |
| 30D | +7.9% | -13.2% | +21.1% | +14.3% |
| 3M | -13.2% | -3.2% | -10.0% | -13.4% |
| 6M | +53.5% | +15.2% | +38.2% | +39.1% |
| YTD | +191.0% | +2.0% | +189.0% | +185.4% |
| 1Y | +360.5% | -5.4% | +365.9% | +403.2% |
| All | +360.5% | -5.6% | +366.2% | +403.2% |
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