+29.0%
NFLX vs JD
-60.2%
+89.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.9% | -7.2% | -5.7% |
| 7D | -4.2% | -1.7% | -2.6% | -4.0% |
| 30D | +5.5% | -13.2% | +18.6% | +8.1% |
| 3M | -4.1% | -3.2% | -0.9% | -3.7% |
| 6M | -20.7% | +15.2% | -35.9% | -23.2% |
| YTD | -16.5% | +2.0% | -18.5% | -17.5% |
| 1Y | -37.8% | -5.4% | -32.4% | -37.8% |
| 3Y | +77.9% | -9.1% | +87.0% | +70.7% |
| All | +29.0% | -60.2% | +89.2% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling