+151.5%
GE vs JD
+18.8%
+132.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | +1.2% | -0.8% | +1.9% | +1.3% |
| 30D | -9.5% | -16.0% | +6.5% | -7.4% |
| 3M | +4.1% | -3.2% | +7.3% | +4.4% |
| 6M | +3.9% | +6.1% | -2.1% | +2.7% |
| YTD | +9.0% | -0.1% | +9.1% | +8.5% |
| 1Y | +21.9% | -12.7% | +34.7% | +23.4% |
| 3Y | +281.8% | -6.3% | +288.1% | +269.8% |
| 5Y | +436.7% | -61.3% | +498.1% | +471.7% |
| 10Y | +151.5% | +17.6% | +133.9% | +99.0% |
| All | +151.5% | +18.8% | +132.8% | +99.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling