+42.5%
UBER vs JD
+16.8%
+25.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.6% |
| 7D | +5.1% | +13.4% | -8.2% | +2.8% |
| 30D | +0.2% | +7.7% | -7.5% | -1.1% |
| 3M | -2.7% | -11.3% | +8.6% | -0.8% |
| 6M | -13.4% | -5.1% | -8.2% | -12.8% |
| YTD | -16.1% | +5.0% | -21.1% | -17.1% |
| 1Y | -25.5% | -5.6% | -19.9% | -25.2% |
| 3Y | +42.5% | +17.8% | +24.7% | +38.3% |
| All | +42.5% | +16.8% | +25.7% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling