+44.9%
GOOGL vs JD
-9.5%
+54.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.5% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | -4.4% | -16.0% | +11.6% | +0.1% |
| 3M | -6.8% | -3.2% | -3.6% | -5.7% |
| 6M | +13.6% | +6.1% | +7.5% | +12.5% |
| YTD | +8.3% | -0.1% | +8.4% | +8.9% |
| 1Y | +44.9% | -12.7% | +57.7% | +51.1% |
| All | +44.9% | -9.5% | +54.4% | +51.1% |
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