-2.7%
TEAM vs JD
-6.7%
+4.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +0.7% |
| 7D | -17.2% | +7.9% | -25.1% | -17.3% |
| 30D | -25.1% | +4.8% | -29.9% | -25.1% |
| 3M | +3.9% | -13.9% | +17.8% | +3.7% |
| 6M | +69.1% | -5.8% | +74.9% | +65.8% |
| YTD | -4.5% | +2.4% | -6.9% | -4.6% |
| All | -2.7% | -6.7% | +4.0% | +0.2% |
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