+196.4%
DOCN vs JD
+14.9%
+181.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +3.3% | -19.1% | -16.5% |
| 7D | -29.3% | +11.7% | -41.0% | -31.1% |
| 30D | -46.0% | +8.1% | -54.1% | -47.0% |
| 3M | -43.2% | -12.0% | -31.2% | -41.7% |
| 6M | -53.7% | -3.5% | -50.2% | -53.7% |
| YTD | +46.9% | +3.3% | +43.6% | +43.5% |
| 1Y | +54.3% | -7.4% | +61.8% | +54.9% |
| All | +196.4% | +14.9% | +181.5% | +176.1% |
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