-8.9%
JD vs ACWI
+11.6%
-20.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -4.0% | +2.7% | -6.7% | -5.2% |
| 30D | +2.7% | -2.6% | +5.2% | +4.0% |
| 3M | -13.0% | -3.2% | -9.9% | -11.6% |
| 6M | -12.7% | +1.9% | -14.6% | -14.5% |
| YTD | -0.8% | +11.3% | -12.1% | -10.1% |
| 1Y | -8.9% | +11.7% | -20.6% | -17.6% |
| All | -8.9% | +11.6% | -20.5% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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