+189.8%
HOOD vs JD
-60.2%
+250.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.8% |
| 7D | +17.1% | -1.7% | +18.8% | +17.8% |
| 30D | +31.6% | -13.2% | +44.7% | +38.5% |
| 3M | +38.2% | -3.2% | +41.4% | +39.0% |
| 6M | +48.5% | +15.2% | +33.3% | +38.7% |
| YTD | +8.0% | +2.0% | +6.0% | +6.0% |
| 1Y | +18.7% | -5.4% | +24.0% | +20.2% |
| 3Y | +999.1% | -9.1% | +1,008.2% | +950.6% |
| All | +189.8% | -60.2% | +250.1% | +275.0% |
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