+65.0%
UBER vs JD
+10.1%
+54.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.8% |
| 7D | +5.1% | +13.4% | -8.2% | +1.3% |
| 30D | +0.2% | +7.7% | -7.5% | -2.0% |
| 3M | -2.7% | -11.3% | +8.6% | +0.6% |
| 6M | -13.4% | -5.1% | -8.2% | -12.5% |
| YTD | -16.1% | +5.0% | -21.1% | -18.1% |
| 1Y | -25.5% | -5.6% | -19.9% | -25.0% |
| 3Y | +42.5% | +17.8% | +24.7% | +24.3% |
| 5Y | +45.3% | -57.2% | +102.5% | +66.2% |
| All | +65.0% | +10.1% | +54.9% | +15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling