-13.8%
JD vs GLXY
-38.8%
+25.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.3% | +6.8% | +1.8% |
| 7D | -4.1% | +5.3% | -9.4% | -4.5% |
| 30D | +4.6% | -19.8% | +24.4% | +5.4% |
| 3M | -4.7% | -31.4% | +26.6% | -3.3% |
| 6M | -17.4% | -53.3% | +36.0% | -14.0% |
| YTD | +0.7% | -35.7% | +36.4% | -0.9% |
| 1Y | -5.9% | -47.2% | +41.3% | -5.6% |
| All | -13.8% | -38.8% | +25.0% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling