+159.9%
DELL vs JD
-8.1%
+168.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.5% | -8.7% | -6.7% |
| 7D | +4.9% | -4.1% | +9.0% | +3.7% |
| 30D | -32.1% | +4.6% | -36.7% | -31.0% |
| 3M | -30.2% | -4.7% | -25.5% | -30.1% |
| 6M | +41.7% | -17.4% | +59.1% | +45.5% |
| YTD | +176.6% | +0.7% | +175.9% | +171.4% |
| 1Y | +159.9% | -5.9% | +165.8% | +164.6% |
| All | +159.9% | -8.1% | +168.0% | +164.6% |
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