+18.9%
JD vs VRSN
+53.7%
-34.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.4% | +1.5% |
| 7D | -4.1% | +1.4% | -5.5% | -4.4% |
| 30D | +4.6% | +3.9% | +0.8% | +3.7% |
| 3M | -4.7% | +9.3% | -14.1% | -6.8% |
| 6M | -17.4% | +6.7% | -24.0% | -18.9% |
| YTD | +0.7% | +30.0% | -29.3% | -6.4% |
| 1Y | -5.9% | +26.0% | -31.9% | -11.7% |
| 3Y | +18.9% | +53.1% | -34.3% | -5.8% |
| All | +18.9% | +53.7% | -34.8% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling