+41.8%
NU vs JD
+21.0%
+20.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | +4.0% | +5.2% | -1.2% | +3.4% |
| 30D | -25.1% | +4.5% | -29.6% | -25.5% |
| 3M | -12.8% | -15.4% | +2.6% | -11.2% |
| 6M | -12.5% | -6.0% | -6.4% | -12.2% |
| YTD | -27.8% | +2.2% | -30.0% | -28.4% |
| 1Y | -24.6% | -6.7% | -17.9% | -24.5% |
| 3Y | +41.8% | +20.5% | +21.3% | +39.5% |
| All | +41.8% | +21.0% | +20.7% | +39.5% |
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 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