+168.1%
DAL vs JD
+14.9%
+153.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.3% | -7.6% | -4.9% |
| 7D | +4.6% | +11.7% | -7.2% | +2.6% |
| 30D | +2.3% | +8.1% | -5.8% | +1.0% |
| 3M | -8.1% | -12.0% | +3.9% | -6.3% |
| 6M | +21.4% | -3.5% | +24.9% | +21.5% |
| YTD | +24.3% | +3.3% | +21.0% | +22.8% |
| 1Y | +47.4% | -7.4% | +54.8% | +48.2% |
| All | +168.1% | +14.9% | +153.2% | +152.9% |
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