+1,152.0%
JBL vs ACWI
+226.8%
+925.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +1.8% |
| 7D | -5.2% | +0.3% | -5.5% | -5.5% |
| 30D | -17.5% | -2.8% | -14.7% | -13.6% |
| 3M | -26.0% | -3.2% | -22.8% | -21.9% |
| 6M | -28.9% | +1.3% | -30.1% | -29.1% |
| YTD | +10.8% | +11.2% | -0.4% | -2.6% |
| 1Y | +18.3% | +13.8% | +4.5% | +1.0% |
| 3Y | +102.2% | +76.2% | +26.0% | -5.0% |
| 5Y | +303.2% | +59.5% | +243.7% | +121.9% |
| 10Y | +1,152.0% | +222.2% | +929.8% | +196.3% |
| All | +1,152.0% | +226.8% | +925.2% | +196.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling