+1,330.5%
WDC vs JD
-4.6%
+1,335.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.9% | +4.0% | +5.5% |
| 7D | +1.7% | -1.7% | +3.4% | +2.1% |
| 30D | -10.0% | -13.2% | +3.2% | -7.9% |
| 3M | -18.8% | -3.2% | -15.6% | -18.7% |
| 6M | +79.0% | +15.2% | +63.8% | +72.1% |
| YTD | +171.6% | +2.0% | +169.6% | +167.9% |
| 1Y | +417.4% | -5.4% | +422.8% | +417.5% |
| All | +1,330.5% | -4.6% | +1,335.1% | +1,404.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling