+21.3%
HPQ vs JD
-9.8%
+31.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.0% | +2.8% | +5.8% |
| 7D | -7.8% | +9.0% | -16.7% | -7.8% |
| 30D | -4.9% | +5.2% | -10.1% | -4.9% |
| 3M | +4.9% | -15.9% | +20.8% | +5.3% |
| 6M | +47.1% | -7.7% | +54.8% | +45.8% |
| YTD | +39.5% | +0.1% | +39.5% | +36.2% |
| 1Y | +21.3% | -9.7% | +31.0% | +25.0% |
| All | +21.3% | -9.8% | +31.1% | +25.0% |
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