-55.8%
FIG vs JD
-5.6%
-50.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.9% | -6.2% | -4.6% |
| 7D | -16.3% | -1.7% | -14.6% | -16.1% |
| 30D | -14.3% | -13.2% | -1.2% | -12.5% |
| 3M | +7.2% | -3.2% | +10.3% | +6.5% |
| 6M | -18.6% | +15.2% | -33.8% | -28.0% |
| YTD | -35.5% | +2.0% | -37.4% | -37.9% |
| 1Y | -55.8% | -5.4% | -50.4% | -54.0% |
| All | -55.8% | -5.6% | -50.1% | -54.0% |
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