+133.9%
WMT vs JD
+21.0%
+112.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | -0.1% |
| 7D | +0.6% | +5.2% | -4.6% | +0.3% |
| 30D | +12.8% | +4.5% | +8.2% | +12.5% |
| 3M | +11.7% | -15.4% | +27.1% | +12.3% |
| 6M | -3.5% | -6.0% | +2.5% | -3.3% |
| YTD | +13.4% | +2.2% | +11.3% | +13.2% |
| 1Y | +23.6% | -6.7% | +30.3% | +23.8% |
| 3Y | +133.9% | +20.5% | +113.4% | +130.8% |
| All | +133.9% | +21.0% | +112.8% | +130.8% |
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 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