+54.0%
DOCN vs JD
-7.3%
+61.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +2.6% |
| 7D | -19.2% | +13.4% | -32.5% | -19.0% |
| 30D | -43.1% | +7.7% | -50.7% | -42.8% |
| 3M | -40.7% | -11.3% | -29.4% | -39.5% |
| 6M | -55.0% | -5.1% | -49.8% | -53.7% |
| YTD | +50.6% | +5.0% | +45.6% | +47.5% |
| 1Y | +54.0% | -5.6% | +59.6% | +53.1% |
| All | +54.0% | -7.3% | +61.2% | +53.1% |
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 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