-5.9%
JD vs IBB
+29.7%
-35.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.6% |
| 7D | -4.1% | -0.5% | -3.6% | -4.0% |
| 30D | +4.6% | +4.6% | +0.1% | +3.2% |
| 3M | -4.7% | +6.8% | -11.6% | -6.7% |
| 6M | -17.4% | +23.1% | -40.5% | -22.5% |
| YTD | +0.7% | +26.0% | -25.3% | -7.3% |
| 1Y | -5.9% | +30.4% | -36.3% | -14.0% |
| All | -5.9% | +29.7% | -35.5% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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