+82.5%
UBER vs JD
-61.6%
+144.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.9% |
| 7D | -2.8% | -0.8% | -2.0% | -2.6% |
| 30D | -2.5% | -16.0% | +13.5% | +1.9% |
| 3M | +4.4% | -3.2% | +7.6% | +5.1% |
| 6M | -2.7% | +6.1% | -8.7% | -4.7% |
| YTD | -10.5% | -0.1% | -10.4% | -11.2% |
| 1Y | -22.5% | -12.7% | -9.8% | -20.5% |
| 3Y | +54.8% | -6.3% | +61.1% | +46.9% |
| 5Y | +82.5% | -61.3% | +143.9% | +116.7% |
| All | +82.5% | -61.6% | +144.1% | +116.7% |
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