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  • JBL vs ACWI✓SelectedUSD · ACWIJBL vs ACWI performance historyLatest closeAs of+1.16%11/06
Stock and ETF performance explorer

JBL vs ACWI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+3,168.1%
ACWI return
+330.0%
Excess return
+2,838.1%
Maximum drawdown
-82.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioACWIExcessAlpha
1D+1.2%0.0%+1.2%+1.2%
7D-12.3%-2.4%-10.0%-9.3%
30D-20.2%-5.2%-15.0%-13.7%
3M-30.6%-4.8%-25.8%-25.2%
6M-35.8%-1.3%-34.4%-33.6%
YTD+4.9%+8.4%-3.5%-4.0%
1Y+11.3%+11.0%+0.3%-1.2%
3Y+89.1%+70.6%+18.5%-5.2%
5Y+272.1%+55.3%+216.7%+115.1%
10Y+1,150.2%+223.2%+927.0%+181.4%
All+3,168.1%+330.0%+2,838.1%+430.4%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling