+17.8%
JD vs GEN
+79.4%
-61.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.3% | +2.1% |
| 7D | +13.4% | +2.3% | +11.1% | +12.9% |
| 30D | +7.7% | +33.1% | -25.4% | +1.9% |
| 3M | -11.3% | +6.5% | -17.8% | -12.8% |
| 6M | -5.1% | +53.8% | -58.9% | -14.2% |
| YTD | +5.0% | +11.2% | -6.2% | +2.3% |
| 1Y | -5.6% | +19.4% | -25.0% | -9.8% |
| 3Y | +17.8% | +81.0% | -63.3% | +11.6% |
| All | +17.8% | +79.4% | -61.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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