+2,396.1%
PWR vs JD
+18.8%
+2,377.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.4% | +2.6% |
| 7D | +4.5% | -0.8% | +5.3% | +4.6% |
| 30D | -4.9% | -16.0% | +11.2% | -2.5% |
| 3M | -7.9% | -3.2% | -4.7% | -7.7% |
| 6M | +18.3% | +6.1% | +12.3% | +16.7% |
| YTD | +51.5% | -0.1% | +51.6% | +50.6% |
| 1Y | +70.3% | -12.7% | +83.1% | +72.6% |
| 3Y | +210.6% | -6.3% | +216.9% | +202.3% |
| 5Y | +456.7% | -61.3% | +518.0% | +496.1% |
| 10Y | +2,396.1% | +17.6% | +2,378.5% | +1,784.7% |
| All | +2,396.1% | +18.8% | +2,377.3% | +1,784.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling