+66.1%
INTC vs JD
-8.1%
+74.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.3% |
| 7D | +6.0% | -4.1% | +10.1% | +5.6% |
| 30D | -39.2% | +4.6% | -43.8% | -38.9% |
| 3M | -42.9% | -4.7% | -38.2% | -42.7% |
| 6M | -50.4% | -17.4% | -33.1% | -48.3% |
| YTD | +61.7% | +0.7% | +61.0% | +54.3% |
| 1Y | +66.1% | -5.9% | +72.0% | +70.3% |
| All | +66.1% | -8.1% | +74.2% | +70.3% |
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