+15.1%
TEAM vs JD
-9.8%
+24.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.7% | -0.7% |
| 7D | -13.7% | +9.0% | -22.7% | -13.9% |
| 30D | -3.4% | +5.2% | -8.6% | -3.4% |
| 3M | +72.1% | -15.9% | +88.0% | +71.8% |
| 6M | +103.8% | -7.7% | +111.5% | +99.9% |
| YTD | +17.1% | +0.1% | +17.0% | +17.0% |
| 1Y | +15.1% | -9.7% | +24.8% | +17.7% |
| All | +15.1% | -9.8% | +24.9% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling