+151.2%
GE vs JD
+29.5%
+121.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.3% |
| 7D | +5.1% | -4.0% | +9.1% | +5.7% |
| 30D | +7.6% | +2.7% | +4.9% | +7.1% |
| 3M | -9.3% | -13.0% | +3.7% | -7.7% |
| 6M | +11.5% | -12.7% | +24.2% | +13.2% |
| YTD | +7.9% | -0.8% | +8.7% | +7.4% |
| 1Y | +7.6% | -8.9% | +16.5% | +8.4% |
| 3Y | +265.9% | +17.0% | +248.8% | +242.4% |
| 5Y | +405.9% | -63.5% | +469.4% | +446.1% |
| All | +151.2% | +29.5% | +121.7% | +101.2% |
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