+32.2%
JD vs SPXU
-99.5%
+131.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.9% | +2.3% | -3.0% |
| 7D | +0.4% | +1.5% | -1.1% | +1.0% |
| 30D | +4.2% | +6.4% | -2.1% | +6.8% |
| 3M | -12.8% | +4.2% | -17.0% | -11.1% |
| 6M | -8.8% | -7.8% | -1.0% | -10.5% |
| YTD | +0.5% | -27.5% | +28.0% | -8.2% |
| 1Y | -8.8% | -27.1% | +18.4% | -16.2% |
| 3Y | +18.6% | -80.8% | +99.4% | -26.0% |
| 5Y | -62.2% | -84.1% | +21.9% | -73.6% |
| 10Y | +32.2% | -99.5% | +131.7% | -68.1% |
| All | +32.2% | -99.5% | +131.7% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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