+184.2%
INTC vs JD
+52.8%
+131.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.6% | +6.1% | +7.4% |
| 7D | -14.4% | +13.4% | -27.8% | -16.8% |
| 30D | -50.2% | +7.7% | -57.9% | -51.1% |
| 3M | -43.6% | -11.3% | -32.3% | -42.4% |
| 6M | -50.2% | -5.1% | -45.1% | -50.1% |
| YTD | +52.5% | +5.0% | +47.5% | +48.8% |
| 1Y | +51.1% | -5.6% | +56.8% | +51.0% |
| 3Y | +50.3% | +17.8% | +32.5% | +37.3% |
| 5Y | +19.2% | -57.2% | +76.3% | +27.5% |
| 10Y | +105.1% | +34.8% | +70.3% | +59.8% |
| All | +184.2% | +52.8% | +131.5% | +118.1% |
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