+21.5%
JD vs NDAQ
+374.2%
-352.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.7% | +2.8% |
| 7D | -1.7% | -2.4% | +0.8% | -0.6% |
| 30D | -13.2% | +2.5% | -15.6% | -14.3% |
| 3M | -3.2% | +9.9% | -13.1% | -8.1% |
| 6M | +15.2% | +9.4% | +5.8% | +8.9% |
| YTD | +2.0% | +0.4% | +1.6% | +0.1% |
| 1Y | -5.4% | +4.0% | -9.4% | -9.1% |
| 3Y | -9.1% | +94.4% | -103.5% | -39.1% |
| 5Y | -59.6% | +56.7% | -116.3% | -70.1% |
| All | +21.5% | +374.2% | -352.7% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling