+100.5%
WMT vs JD
-6.1%
+106.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.1% |
| 30D | -5.0% | -16.0% | +11.1% | -4.4% |
| 3M | -11.3% | -3.2% | -8.1% | -11.2% |
| 6M | -13.8% | +6.1% | -19.8% | -14.0% |
| YTD | -4.2% | -0.1% | -4.1% | -4.2% |
| 1Y | +4.6% | -12.7% | +17.3% | +4.9% |
| 3Y | +100.5% | -6.3% | +106.8% | +94.4% |
| All | +100.5% | -6.1% | +106.6% | +94.4% |
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