+467.0%
TEAM vs JD
+31.7%
+435.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +1.5% |
| 7D | -17.2% | +7.9% | -25.1% | -19.1% |
| 30D | -25.1% | +4.8% | -29.9% | -26.3% |
| 3M | +3.9% | -13.9% | +17.8% | +7.8% |
| 6M | +69.1% | -5.8% | +74.9% | +70.3% |
| YTD | -4.5% | +2.4% | -6.9% | -6.8% |
| 1Y | -1.9% | -7.5% | +5.7% | -1.3% |
| 3Y | -9.3% | +20.9% | -30.2% | -22.8% |
| 5Y | -65.2% | -58.0% | -7.1% | -61.0% |
| 10Y | +467.0% | +28.9% | +438.1% | +305.3% |
| All | +467.0% | +31.7% | +435.3% | +305.3% |
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 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