-46.7%
JD vs OPEN
-86.9%
+40.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | +7.9% | -21.7% | +29.6% | +10.2% |
| 30D | +4.8% | -36.5% | +41.2% | +9.2% |
| 3M | -13.9% | -59.5% | +45.6% | -6.1% |
| 6M | -5.8% | -71.9% | +66.0% | +6.1% |
| YTD | +2.4% | -75.8% | +78.2% | +16.0% |
| 1Y | -7.5% | -78.5% | +71.0% | +5.1% |
| 3Y | +20.9% | -30.2% | +51.1% | -2.0% |
| 5Y | -58.0% | -93.3% | +35.2% | -57.4% |
| All | -46.7% | -86.9% | +40.2% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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