+54.3%
JD vs TECH
+260.2%
-205.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -13.2% | +0.7% | -13.9% | -13.4% |
| 3M | -3.2% | +36.3% | -39.5% | -15.6% |
| 6M | +15.2% | +25.6% | -10.3% | +1.1% |
| YTD | +2.0% | +23.7% | -21.7% | -10.7% |
| 1Y | -5.4% | +37.6% | -43.0% | -22.1% |
| 3Y | -9.1% | -6.6% | -2.5% | -14.7% |
| 5Y | -59.6% | -42.2% | -17.4% | -53.1% |
| 10Y | +26.2% | +187.6% | -161.3% | -34.1% |
| All | +54.3% | +260.2% | -205.9% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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