+18.9%
JD vs EAT
+476.7%
-457.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.2% | +1.5% |
| 7D | -4.1% | -4.0% | -0.1% | -4.0% |
| 30D | +4.6% | -2.9% | +7.5% | +4.7% |
| 3M | -4.7% | -16.9% | +12.1% | -4.1% |
| 6M | -17.4% | +57.0% | -74.3% | -19.0% |
| YTD | +0.7% | +38.2% | -37.5% | -0.6% |
| 1Y | -5.9% | +69.3% | -75.2% | -7.9% |
| 3Y | +18.9% | +483.0% | -464.1% | -8.0% |
| All | +18.9% | +476.7% | -457.8% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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