+16.4%
JD vs UUUU
+495.2%
-478.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.9% |
| 7D | -2.6% | -5.0% | +2.4% | -2.0% |
| 30D | -15.4% | -7.8% | -7.6% | -14.7% |
| 3M | -5.0% | -0.4% | -4.6% | -5.8% |
| 6M | +0.9% | -32.9% | +33.8% | +4.3% |
| YTD | -2.5% | -6.3% | +3.8% | -5.3% |
| 1Y | -16.0% | +7.9% | -23.9% | -21.9% |
| 3Y | -8.5% | +85.2% | -93.7% | -25.7% |
| 5Y | -61.8% | +97.0% | -158.7% | -70.6% |
| All | +16.4% | +495.2% | -478.8% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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