+106.4%
INTC vs JD
+26.7%
+79.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.0% |
| 7D | -4.0% | +5.2% | -9.2% | -5.3% |
| 30D | -44.5% | +4.5% | -49.0% | -45.2% |
| 3M | -40.4% | -15.4% | -25.0% | -38.4% |
| 6M | -53.5% | -6.0% | -47.4% | -53.3% |
| YTD | +57.5% | +2.2% | +55.4% | +54.2% |
| 1Y | +51.2% | -6.7% | +57.8% | +51.4% |
| 3Y | +51.6% | +20.5% | +31.1% | +36.2% |
| 5Y | +23.5% | -58.4% | +81.9% | +34.4% |
| 10Y | +106.4% | +32.5% | +73.9% | +53.4% |
| All | +106.4% | +26.7% | +79.7% | +53.4% |
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