-46.9%
JD vs OPEN
-70.7%
+23.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.8% |
| 7D | -1.7% | -4.3% | +2.6% | -1.2% |
| 30D | -13.2% | -16.2% | +3.1% | -11.7% |
| 3M | -3.2% | -36.4% | +33.2% | +0.9% |
| 6M | +15.2% | -35.5% | +50.7% | +19.2% |
| YTD | +2.0% | -46.0% | +47.9% | +6.8% |
| 1Y | -5.4% | -47.1% | +41.8% | -5.0% |
| 3Y | -9.1% | -19.0% | +9.9% | -24.8% |
| 5Y | -59.6% | -83.6% | +24.0% | -62.6% |
| All | -46.9% | -70.7% | +23.8% | -53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling