-100.0%
JDZG price history and return analytics
+50.0%
-149.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.2% | -0.5% | +17.7% | +17.1% |
| 7D | +27.9% | +1.0% | +26.9% | +28.1% |
| 30D | +12.4% | -0.2% | +12.7% | +12.3% |
| 3M | -92.8% | +4.5% | -97.3% | -92.7% |
| 6M | -88.1% | +14.1% | -102.2% | -88.2% |
| YTD | -98.2% | +14.8% | -113.0% | -98.2% |
| 1Y | -99.2% | +21.2% | -120.4% | -99.2% |
| All | -100.0% | +50.0% | -149.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling