+21.7%
JBL vs ACWI
+11.6%
+10.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.6% |
| 7D | +10.0% | +2.7% | +7.3% | +4.2% |
| 30D | -18.2% | -2.6% | -15.6% | -13.2% |
| 3M | -29.0% | -3.2% | -25.8% | -23.4% |
| 6M | -25.9% | +1.9% | -27.7% | -27.6% |
| YTD | +14.1% | +11.3% | +2.7% | -5.8% |
| 1Y | +21.7% | +11.7% | +10.0% | +0.5% |
| All | +21.7% | +11.6% | +10.0% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling