+111.7%
INTC vs JD
-61.6%
+173.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.1% | +11.1% | +9.4% |
| 7D | +17.4% | -0.8% | +18.2% | +17.6% |
| 30D | +2.8% | -16.0% | +18.8% | +5.9% |
| 3M | -5.3% | -3.2% | -2.1% | -5.2% |
| 6M | +140.6% | +6.1% | +134.5% | +135.9% |
| YTD | +183.1% | -0.1% | +183.2% | +180.3% |
| 1Y | +326.8% | -12.7% | +339.5% | +333.9% |
| 3Y | +179.4% | -6.3% | +185.7% | +171.2% |
| 5Y | +111.7% | -61.3% | +173.1% | +126.0% |
| All | +111.7% | -61.6% | +173.3% | +126.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling