+87.7%
WDC vs JD
-10.8%
+98.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.7% |
| 7D | +16.3% | -4.0% | +20.3% | +16.2% |
| 30D | -18.3% | +2.7% | -20.9% | -18.7% |
| 3M | -31.4% | -13.0% | -18.4% | -30.6% |
| 6M | -36.3% | -12.7% | -23.6% | -35.0% |
| YTD | +80.8% | -0.8% | +81.6% | +76.3% |
| 1Y | +87.7% | -8.9% | +96.6% | +99.1% |
| All | +87.7% | -10.8% | +98.5% | +99.1% |
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