+143.3%
DELL vs JD
-9.8%
+153.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.0% | -11.9% | -8.2% |
| 7D | -24.6% | +9.0% | -33.6% | -23.2% |
| 30D | -32.5% | +5.2% | -37.7% | -31.7% |
| 3M | -20.2% | -15.9% | -4.3% | -21.3% |
| 6M | +76.5% | -7.7% | +84.2% | +75.6% |
| YTD | +198.9% | +0.1% | +198.9% | +190.7% |
| 1Y | +143.3% | -9.7% | +153.1% | +151.2% |
| All | +143.3% | -9.8% | +153.1% | +151.2% |
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 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