+66.6%
WDC vs JD
-6.7%
+73.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.5% | +12.4% | +9.9% |
| 7D | -14.4% | +7.9% | -22.3% | -15.1% |
| 30D | -27.1% | +4.8% | -31.8% | -27.3% |
| 3M | -33.3% | -13.9% | -19.3% | -31.7% |
| 6M | -39.6% | -5.8% | -33.8% | -39.8% |
| YTD | +68.4% | +2.4% | +66.0% | +64.0% |
| All | +66.6% | -6.7% | +73.3% | +76.8% |
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 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