+1,820.9%
SMCI vs JD
+48.3%
+1,772.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.9% | +2.7% | +4.1% |
| 7D | +6.8% | -1.7% | +8.4% | +7.2% |
| 30D | +30.6% | -13.2% | +43.7% | +34.9% |
| 3M | -15.6% | -3.2% | -12.4% | -15.3% |
| 6M | +21.3% | +15.2% | +6.0% | +16.9% |
| YTD | +35.3% | +2.0% | +33.3% | +34.3% |
| 1Y | -2.7% | -5.4% | +2.6% | -1.7% |
| 3Y | +40.3% | -9.1% | +49.4% | +39.5% |
| 5Y | +941.8% | -59.6% | +1,001.5% | +1,058.1% |
| 10Y | +1,687.4% | +26.2% | +1,661.1% | +1,351.1% |
| All | +1,820.9% | +48.3% | +1,772.6% | +1,438.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling