+37.4%
GILD vs JD
-5.6%
+43.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.2% |
| 7D | +3.6% | -1.7% | +5.3% | +3.7% |
| 30D | +14.6% | -13.2% | +27.8% | +14.9% |
| 3M | +17.7% | -3.2% | +20.8% | +17.5% |
| 6M | +3.1% | +15.2% | -12.1% | +2.5% |
| YTD | +24.5% | +2.0% | +22.6% | +24.1% |
| 1Y | +37.4% | -5.4% | +42.8% | +35.0% |
| All | +37.4% | -5.6% | +43.0% | +35.0% |
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