+49.5%
EQT vs JD
+20.5%
+29.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -2.6% | +1.4% | -0.8% |
| 30D | +1.1% | -15.4% | +16.4% | +3.6% |
| 3M | +4.8% | -5.0% | +9.8% | +5.4% |
| 6M | -10.6% | +0.9% | -11.5% | -11.1% |
| YTD | +3.4% | -2.5% | +5.9% | +3.2% |
| 1Y | +8.7% | -16.0% | +24.7% | +10.8% |
| 3Y | +35.0% | -8.5% | +43.5% | +30.8% |
| 5Y | +204.2% | -61.8% | +266.0% | +225.5% |
| All | +49.5% | +20.5% | +29.1% | +14.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling