+131.0%
HOOD vs JD
-62.7%
+193.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.5% | -3.3% |
| 7D | +3.8% | -4.0% | +7.8% | +5.4% |
| 30D | -26.4% | +2.7% | -29.0% | -27.3% |
| 3M | -14.3% | -13.0% | -1.3% | -10.0% |
| 6M | +3.9% | -12.7% | +16.6% | +8.0% |
| YTD | -28.1% | -0.8% | -27.3% | -28.8% |
| 1Y | -38.8% | -8.9% | -29.9% | -37.4% |
| 3Y | +888.5% | +17.0% | +871.4% | +741.6% |
| 5Y | +131.0% | -63.5% | +194.5% | +178.0% |
| All | +131.0% | -62.7% | +193.7% | +178.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling