-7.2%
JD vs OPEN
-83.5%
+76.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.1% | +6.8% | +0.1% |
| 7D | +5.2% | -24.7% | +29.9% | +6.4% |
| 30D | +4.5% | -41.0% | +45.5% | +7.1% |
| 3M | -15.4% | -62.4% | +46.9% | -11.2% |
| 6M | -6.0% | -73.9% | +67.8% | +0.6% |
| YTD | +2.2% | -77.5% | +79.7% | +9.5% |
| All | -7.2% | -83.5% | +76.3% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling