+71.2%
UBER vs JD
+7.3%
+63.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.5% | +6.3% | +4.5% |
| 7D | +6.7% | +7.9% | -1.2% | +4.3% |
| 30D | -0.5% | +4.8% | -5.2% | -1.9% |
| 3M | -5.1% | -13.9% | +8.8% | -1.1% |
| 6M | -5.7% | -5.8% | +0.1% | -4.6% |
| YTD | -12.9% | +2.4% | -15.3% | -14.4% |
| 1Y | -22.6% | -7.5% | -15.1% | -21.6% |
| 3Y | +42.2% | +20.9% | +21.3% | +22.8% |
| 5Y | +56.4% | -58.0% | +114.4% | +79.8% |
| All | +71.2% | +7.3% | +63.9% | +21.0% |
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 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