+29.3%
V vs JD
-9.8%
+39.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.8% | +3.5% |
| 7D | +9.0% | +9.0% | 0.0% | +8.1% |
| 30D | +18.1% | +5.2% | +12.9% | +17.5% |
| 3M | +18.3% | -15.9% | +34.2% | +19.6% |
| 6M | +34.1% | -7.7% | +41.8% | +33.6% |
| YTD | +25.2% | +0.1% | +25.2% | +25.0% |
| 1Y | +29.3% | -9.7% | +39.1% | +32.6% |
| All | +29.3% | -9.8% | +39.1% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling