+454.5%
TEAM vs JD
+31.1%
+423.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +3.0% |
| 7D | -19.7% | +0.4% | -20.2% | -20.0% |
| 30D | -26.6% | +4.2% | -30.9% | -27.7% |
| 3M | -1.1% | -12.8% | +11.7% | +2.3% |
| 6M | +74.6% | -8.8% | +83.4% | +77.5% |
| YTD | -6.0% | +0.5% | -6.5% | -7.8% |
| 1Y | -3.2% | -8.8% | +5.5% | -2.4% |
| 3Y | -13.5% | +18.6% | -32.1% | -26.0% |
| 5Y | -65.5% | -62.2% | -3.2% | -60.0% |
| 10Y | +454.5% | +32.2% | +422.3% | +287.7% |
| All | +454.5% | +31.1% | +423.5% | +287.7% |
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