+400.9%
DELL vs JD
+18.5%
+382.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.5% | +7.9% | +5.6% |
| 7D | -11.8% | +7.9% | -19.7% | -12.6% |
| 30D | -40.8% | +4.8% | -45.6% | -41.2% |
| 3M | -23.6% | -13.9% | -9.7% | -22.3% |
| 6M | +33.4% | -5.8% | +39.2% | +33.4% |
| YTD | +178.0% | +2.4% | +175.6% | +173.6% |
| 1Y | +138.6% | -7.5% | +146.1% | +138.7% |
| 3Y | +400.9% | +20.9% | +380.0% | +385.1% |
| All | +400.9% | +18.5% | +382.4% | +385.1% |
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