+17.8%
JD vs ACWI
+70.3%
-52.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +13.4% | -2.4% | +15.7% | +15.7% |
| 30D | +7.7% | -5.2% | +12.9% | +13.3% |
| 3M | -11.3% | -4.8% | -6.4% | -7.2% |
| 6M | -5.1% | -1.3% | -3.8% | -5.2% |
| YTD | +5.0% | +8.4% | -3.3% | -6.1% |
| 1Y | -5.6% | +11.0% | -16.7% | -18.2% |
| 3Y | +17.8% | +70.6% | -52.8% | -47.1% |
| All | +17.8% | +70.3% | -52.6% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling