+74.4%
NFLX vs JD
-8.1%
+82.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.9% | -7.2% | -5.5% |
| 7D | -4.2% | -1.7% | -2.6% | -4.1% |
| 30D | +5.5% | -13.2% | +18.6% | +6.5% |
| 3M | -4.1% | -3.2% | -0.9% | -4.0% |
| 6M | -20.7% | +15.2% | -35.9% | -21.7% |
| YTD | -16.5% | +2.0% | -18.5% | -16.9% |
| 1Y | -37.8% | -5.4% | -32.4% | -37.8% |
| All | +74.4% | -8.1% | +82.5% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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