+1,709.5%
BE vs JD
+17.9%
+1,691.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.5% | -5.3% |
| 7D | +10.8% | -4.1% | +14.9% | +11.9% |
| 30D | -19.8% | +4.6% | -24.4% | -21.1% |
| 3M | -18.7% | -4.7% | -14.0% | -18.1% |
| 6M | -33.7% | -17.4% | -16.4% | -30.7% |
| YTD | +121.0% | +0.7% | +120.2% | +117.6% |
| 1Y | +85.4% | -5.9% | +91.3% | +86.0% |
| 3Y | +1,709.5% | +18.9% | +1,690.6% | +1,485.2% |
| All | +1,709.5% | +17.9% | +1,691.7% | +1,485.2% |
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 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