+9.2%
JBL vs SUI
-1.1%
+10.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.6% | +0.4% |
| 7D | -12.3% | +6.2% | -18.5% | -9.4% |
| 30D | -20.2% | +8.6% | -28.7% | -16.7% |
| 3M | -30.6% | +1.0% | -31.6% | -29.3% |
| 6M | -35.8% | -2.6% | -33.2% | -34.6% |
| YTD | +4.9% | -0.1% | +5.1% | +6.5% |
| All | +9.2% | -1.1% | +10.3% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling