+270.0%
INTC vs JD
+14.7%
+255.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.3% |
| 7D | +18.0% | -3.0% | +21.0% | +18.8% |
| 30D | +8.9% | -19.3% | +28.3% | +14.2% |
| 3M | -1.6% | -6.0% | +4.5% | -0.8% |
| 6M | +133.1% | +1.8% | +131.3% | +129.5% |
| YTD | +187.9% | -2.6% | +190.5% | +185.9% |
| 1Y | +334.7% | -17.4% | +352.1% | +349.6% |
| 3Y | +184.2% | -8.6% | +192.8% | +173.5% |
| 5Y | +116.0% | -61.6% | +177.6% | +139.9% |
| 10Y | +270.0% | +16.9% | +253.1% | +177.7% |
| All | +270.0% | +14.7% | +255.2% | +177.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling