+199.8%
INTC vs JD
+48.9%
+150.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.0% | +6.0% |
| 7D | -1.0% | +7.9% | -8.9% | -2.7% |
| 30D | -43.3% | +4.8% | -48.1% | -44.0% |
| 3M | -41.6% | -13.9% | -27.7% | -40.0% |
| 6M | -52.5% | -5.8% | -46.7% | -52.4% |
| YTD | +60.9% | +2.4% | +58.5% | +57.7% |
| 1Y | +55.7% | -7.5% | +63.2% | +56.2% |
| 3Y | +59.2% | +20.9% | +38.3% | +44.5% |
| 5Y | +25.0% | -58.0% | +83.1% | +34.3% |
| 10Y | +109.3% | +28.9% | +80.4% | +64.3% |
| All | +199.8% | +48.9% | +150.9% | +131.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling