+802.8%
TEAM vs JD
+1.5%
+801.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -3.2% |
| 7D | -0.4% | -1.7% | +1.2% | 0.0% |
| 30D | +67.3% | -13.2% | +80.4% | +73.6% |
| 3M | +86.8% | -3.2% | +90.0% | +88.2% |
| 6M | +146.8% | +15.2% | +131.6% | +133.4% |
| YTD | +16.9% | +2.0% | +14.9% | +14.5% |
| 1Y | +12.8% | -5.4% | +18.2% | +12.3% |
| 3Y | -7.3% | -9.1% | +1.8% | -13.0% |
| 5Y | -50.7% | -59.6% | +8.9% | -44.5% |
| 10Y | +529.8% | +26.2% | +503.6% | +347.2% |
| All | +802.8% | +1.5% | +801.2% | +637.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling