+7.0%
WMT vs JD
-5.6%
+12.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.2% |
| 7D | +3.9% | -1.7% | +5.6% | +4.0% |
| 30D | -4.4% | -13.2% | +8.8% | -3.9% |
| 3M | -8.8% | -3.2% | -5.6% | -8.6% |
| 6M | -15.6% | +15.2% | -30.9% | -15.4% |
| YTD | -3.2% | +2.0% | -5.2% | -3.0% |
| 1Y | +7.0% | -5.4% | +12.4% | +6.8% |
| All | +7.0% | -5.6% | +12.7% | +6.8% |
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