+694.6%
DELL vs JD
-6.1%
+700.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +3.9% | +2.1% |
| 7D | +25.6% | -0.8% | +26.4% | +25.7% |
| 30D | +17.7% | -16.0% | +33.7% | +20.1% |
| 3M | +33.4% | -3.2% | +36.6% | +33.4% |
| 6M | +266.2% | +6.1% | +260.1% | +258.1% |
| YTD | +328.0% | -0.1% | +328.1% | +322.9% |
| 1Y | +339.6% | -12.7% | +352.3% | +343.6% |
| 3Y | +694.6% | -6.3% | +700.9% | +700.3% |
| All | +694.6% | -6.1% | +700.7% | +700.3% |
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