+49.5%
UBER vs JD
-58.0%
+107.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | +5.1% | +13.4% | -8.2% | +1.7% |
| 30D | +0.2% | +7.7% | -7.5% | -1.8% |
| 3M | -2.7% | -11.3% | +8.6% | +0.3% |
| 6M | -13.4% | -5.1% | -8.2% | -12.6% |
| YTD | -16.1% | +5.0% | -21.1% | -17.8% |
| 1Y | -25.5% | -5.6% | -19.9% | -25.0% |
| 3Y | +42.5% | +17.8% | +24.7% | +26.0% |
| All | +49.5% | -58.0% | +107.4% | +71.5% |
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