+289.9%
BNY vs JD
-7.9%
+297.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.3% | -4.2% | +2.9% | -1.0% |
| 30D | -0.2% | -14.4% | +14.2% | +1.0% |
| 3M | +14.9% | -3.6% | +18.5% | +15.1% |
| 6M | +40.0% | -0.3% | +40.3% | +39.6% |
| YTD | +42.0% | -2.4% | +44.3% | +41.8% |
| 1Y | +56.9% | -18.5% | +75.4% | +58.6% |
| 3Y | +289.9% | -7.0% | +296.9% | +297.8% |
| All | +289.9% | -7.9% | +297.7% | +297.8% |
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