+324.3%
DOCN vs JD
-8.1%
+332.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +2.3% |
| 7D | +1.1% | -1.7% | +2.8% | +1.6% |
| 30D | -9.6% | -13.2% | +3.5% | -6.4% |
| 3M | -37.7% | -3.2% | -34.5% | -37.5% |
| 6M | +115.2% | +15.2% | +100.0% | +103.2% |
| YTD | +133.7% | +2.0% | +131.8% | +129.1% |
| 1Y | +250.2% | -5.4% | +255.5% | +250.6% |
| All | +324.3% | -8.1% | +332.3% | +315.4% |
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