+55.3%
BE vs JD
-9.8%
+65.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.0% | -9.4% | -7.2% |
| 7D | -12.1% | +9.0% | -21.1% | -14.4% |
| 30D | -30.1% | +5.2% | -35.3% | -31.2% |
| 3M | -12.1% | -15.9% | +3.7% | -6.3% |
| 6M | -30.6% | -7.7% | -22.9% | -29.3% |
| YTD | +130.6% | +0.1% | +130.6% | +128.8% |
| 1Y | +55.3% | -9.7% | +65.0% | +62.4% |
| All | +55.3% | -9.8% | +65.1% | +62.4% |
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