+475.2%
TEAM vs JD
+18.8%
+456.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.1% | -4.9% | -6.4% |
| 7D | -5.7% | -0.8% | -4.9% | -5.5% |
| 30D | +18.3% | -16.0% | +34.4% | +24.0% |
| 3M | +80.2% | -3.2% | +83.4% | +81.7% |
| 6M | +111.0% | +6.1% | +104.9% | +104.6% |
| YTD | +8.8% | -0.1% | +8.9% | +7.3% |
| 1Y | +2.2% | -12.7% | +14.9% | +4.2% |
| 3Y | -14.6% | -6.3% | -8.3% | -20.7% |
| 5Y | -53.8% | -61.3% | +7.6% | -47.2% |
| 10Y | +475.2% | +17.6% | +457.6% | +325.0% |
| All | +475.2% | +18.8% | +456.5% | +325.0% |
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