-9.7%
JD vs BBY
+33.0%
-42.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.0% | -4.9% | +3.1% |
| 7D | +9.0% | +4.5% | +4.4% | +8.9% |
| 30D | +5.2% | +16.0% | -10.8% | +5.5% |
| 3M | -15.9% | +18.6% | -34.5% | -15.4% |
| 6M | -7.7% | +80.1% | -87.7% | -6.4% |
| YTD | +0.1% | +57.4% | -57.4% | +2.5% |
| 1Y | -9.7% | +34.5% | -44.3% | -5.6% |
| All | -9.7% | +33.0% | -42.7% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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