+59.1%
DAL vs JD
-6.9%
+66.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +10.7% | +5.2% | +5.5% | +9.5% |
| 30D | +12.5% | +4.5% | +8.0% | +11.4% |
| 3M | +3.6% | -15.4% | +19.1% | +6.2% |
| 6M | +26.7% | -6.0% | +32.8% | +26.9% |
| YTD | +34.3% | +2.2% | +32.1% | +31.9% |
| 1Y | +59.1% | -6.7% | +65.8% | +63.8% |
| All | +59.1% | -6.9% | +66.0% | +63.8% |
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 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