+400.7%
JBL vs ACWI
+67.7%
+333.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | +3.0% | +0.5% | +2.5% | +2.3% |
| 30D | -8.3% | +0.9% | -9.1% | -9.3% |
| 3M | -16.9% | +2.4% | -19.3% | -19.2% |
| 6M | +21.8% | +12.4% | +9.4% | +4.3% |
| YTD | +36.3% | +15.2% | +21.1% | +13.1% |
| 1Y | +49.5% | +22.7% | +26.8% | +14.1% |
| 3Y | +170.6% | +75.8% | +94.8% | +29.2% |
| All | +400.7% | +67.7% | +333.1% | +164.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling