+127.9%
UAL vs JD
-58.0%
+185.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.5% | +9.3% | +7.3% |
| 7D | +10.2% | +7.9% | +2.3% | +8.3% |
| 30D | +12.0% | +4.8% | +7.3% | +10.8% |
| 3M | -7.1% | -13.9% | +6.8% | -4.2% |
| 6M | +20.9% | -5.8% | +26.7% | +21.6% |
| YTD | +7.7% | +2.4% | +5.2% | +6.1% |
| 1Y | +23.6% | -7.5% | +31.1% | +24.5% |
| 3Y | +222.6% | +20.9% | +201.7% | +193.4% |
| 5Y | +127.9% | -58.0% | +186.0% | +134.5% |
| All | +127.9% | -58.0% | +185.9% | +134.5% |
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