+441.0%
TEAM vs JD
+26.7%
+414.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -22.2% | +5.2% | -27.4% | -23.5% |
| 30D | -28.1% | +4.5% | -32.6% | -29.2% |
| 3M | -2.2% | -15.4% | +13.3% | +2.0% |
| 6M | +62.2% | -6.0% | +68.3% | +63.5% |
| YTD | -8.4% | +2.2% | -10.5% | -10.5% |
| 1Y | -6.6% | -6.7% | 0.0% | -6.4% |
| 3Y | -15.7% | +20.5% | -36.2% | -28.2% |
| 5Y | -65.7% | -58.4% | -7.3% | -61.5% |
| 10Y | +441.0% | +32.5% | +408.5% | +280.6% |
| All | +441.0% | +26.7% | +414.2% | +280.6% |
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