+125.0%
BP vs JD
+18.8%
+106.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +2.7% |
| 7D | +0.9% | -0.8% | +1.7% | +1.0% |
| 30D | +9.1% | -16.0% | +25.2% | +11.5% |
| 3M | +3.9% | -3.2% | +7.1% | +4.2% |
| 6M | +13.6% | +6.1% | +7.6% | +12.3% |
| YTD | +34.0% | -0.1% | +34.1% | +33.4% |
| 1Y | +39.2% | -12.7% | +51.9% | +40.7% |
| 3Y | +36.4% | -6.3% | +42.7% | +33.5% |
| 5Y | +135.8% | -61.3% | +197.1% | +148.9% |
| 10Y | +125.0% | +17.6% | +107.4% | +77.5% |
| All | +125.0% | +18.8% | +106.3% | +77.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling