-4.2%
JD vs VRSN
+44.7%
-48.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -13.2% | -0.2% | -13.0% | -13.1% |
| 3M | -3.2% | -0.3% | -2.9% | -3.3% |
| 6M | +15.2% | +23.0% | -7.8% | +8.4% |
| YTD | +2.0% | +21.3% | -19.4% | -3.8% |
| 1Y | -5.4% | +6.7% | -12.1% | -6.8% |
| All | -4.2% | +44.7% | -48.9% | -20.7% |
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