+346.9%
DELL vs JD
-15.3%
+362.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.7% | +0.2% |
| 7D | +8.7% | -3.0% | +11.7% | +8.7% |
| 30D | +16.9% | -19.3% | +36.2% | +16.8% |
| 3M | +40.4% | -6.0% | +46.5% | +39.9% |
| 6M | +267.1% | +1.8% | +265.3% | +247.1% |
| YTD | +329.1% | -2.6% | +331.7% | +314.6% |
| 1Y | +346.9% | -17.4% | +364.4% | +360.7% |
| All | +346.9% | -15.3% | +362.2% | +360.7% |
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