+1,245.5%
WDC vs JD
+18.8%
+1,226.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.7% |
| 7D | +6.0% | -0.8% | +6.8% | +6.2% |
| 30D | +9.9% | -16.0% | +26.0% | +15.0% |
| 3M | -9.4% | -3.2% | -6.2% | -9.3% |
| 6M | +94.7% | +6.1% | +88.7% | +89.1% |
| YTD | +177.4% | -0.1% | +177.5% | +173.8% |
| 1Y | +412.6% | -12.7% | +425.3% | +424.9% |
| 3Y | +1,359.8% | -6.3% | +1,366.1% | +1,279.9% |
| 5Y | +992.6% | -61.3% | +1,053.9% | +1,149.7% |
| 10Y | +1,245.5% | +17.6% | +1,227.9% | +748.3% |
| All | +1,245.5% | +18.8% | +1,226.7% | +748.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling