+191.0%
JBL vs MUB
+8.2%
+182.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +4.0% | -0.7% | +4.7% | +4.4% |
| 30D | -7.5% | -2.0% | -5.5% | -6.4% |
| 3M | -14.1% | -2.5% | -11.5% | -12.8% |
| 6M | +25.9% | -2.3% | +28.2% | +27.3% |
| YTD | +36.7% | -1.3% | +38.0% | +38.2% |
| 1Y | +49.0% | +1.1% | +47.9% | +50.4% |
| All | +191.0% | +8.2% | +182.8% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling