+383.8%
INTC vs JD
+48.3%
+335.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.9% | +2.6% | +4.1% |
| 7D | +7.1% | -1.7% | +8.7% | +7.5% |
| 30D | -5.2% | -13.2% | +7.9% | -2.5% |
| 3M | -14.3% | -3.2% | -11.1% | -14.2% |
| 6M | +110.2% | +15.2% | +95.0% | +101.6% |
| YTD | +159.6% | +2.0% | +157.6% | +155.6% |
| 1Y | +289.3% | -5.4% | +294.6% | +290.0% |
| 3Y | +166.1% | -9.1% | +175.2% | +157.6% |
| 5Y | +94.4% | -59.6% | +154.0% | +110.8% |
| 10Y | +227.7% | +26.2% | +201.5% | +158.8% |
| All | +383.8% | +48.3% | +335.5% | +274.7% |
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 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