+44.2%
TEL vs JD
-60.4%
+104.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | -0.9% | +5.2% | -6.1% | -1.7% |
| 30D | -0.2% | +4.5% | -4.7% | -1.0% |
| 3M | +2.0% | -15.4% | +17.4% | +4.3% |
| 6M | +6.4% | -6.0% | +12.5% | +6.9% |
| YTD | -3.2% | +2.2% | -5.4% | -4.1% |
| 1Y | -11.2% | -6.7% | -4.5% | -10.8% |
| 3Y | +79.8% | +20.5% | +59.2% | +68.5% |
| All | +44.2% | -60.4% | +104.6% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling