+132.4%
HOOD vs JD
-53.9%
+186.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.6% |
| 7D | -4.8% | +13.4% | -18.2% | -9.6% |
| 30D | -26.1% | +7.7% | -33.8% | -28.4% |
| 3M | -10.8% | -11.3% | +0.5% | -7.0% |
| 6M | +2.4% | -5.1% | +7.5% | +2.9% |
| YTD | -28.5% | +5.0% | -33.5% | -30.8% |
| 1Y | -36.3% | -5.6% | -30.7% | -35.7% |
| 3Y | +743.7% | +17.8% | +725.9% | +616.3% |
| 5Y | +118.6% | -57.2% | +175.8% | +170.4% |
| All | +132.4% | -53.9% | +186.3% | +165.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling