+67.6%
UBER vs JD
+5.5%
+62.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | +1.6% | -4.1% | +5.7% | +2.8% |
| 30D | +0.6% | +4.6% | -4.0% | -0.8% |
| 3M | -8.2% | -4.7% | -3.4% | -6.9% |
| 6M | -6.7% | -17.4% | +10.6% | -1.8% |
| YTD | -14.7% | +0.7% | -15.4% | -15.7% |
| 1Y | -24.1% | -5.9% | -18.2% | -23.5% |
| 3Y | +33.4% | +18.9% | +14.5% | +15.8% |
| 5Y | +54.5% | -62.9% | +117.4% | +85.8% |
| All | +67.6% | +5.5% | +62.1% | +19.1% |
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