+1,447.6%
JBL vs SUI
+104.3%
+1,343.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.1% |
| 7D | +4.4% | -3.1% | +7.5% | +5.6% |
| 30D | -8.4% | -2.3% | -6.1% | -7.8% |
| 3M | -14.2% | -2.8% | -11.3% | -14.0% |
| 6M | +29.6% | -12.4% | +42.0% | +35.0% |
| YTD | +37.1% | -3.3% | +40.4% | +37.1% |
| 1Y | +49.5% | -5.8% | +55.3% | +50.5% |
| 3Y | +192.7% | +12.5% | +180.2% | +164.2% |
| 5Y | +411.3% | -32.9% | +444.2% | +480.0% |
| 10Y | +1,447.6% | +104.4% | +1,343.2% | +1,111.5% |
| All | +1,447.6% | +104.3% | +1,343.3% | +1,111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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