+44,110.7%
JBL vs SUI
+4,037.5%
+40,073.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.7% |
| 7D | +3.0% | -2.8% | +5.9% | +4.5% |
| 30D | -8.3% | -1.2% | -7.1% | -7.9% |
| 3M | -16.9% | -1.7% | -15.2% | -17.1% |
| 6M | +21.8% | -10.5% | +32.2% | +27.2% |
| YTD | +36.3% | -1.8% | +38.1% | +35.3% |
| 1Y | +49.5% | -4.1% | +53.6% | +49.4% |
| 3Y | +170.6% | +11.3% | +159.4% | +140.0% |
| 5Y | +408.4% | -32.1% | +440.5% | +474.0% |
| 10Y | +1,450.4% | +110.4% | +1,339.9% | +789.3% |
| All | +44,110.7% | +4,037.5% | +40,073.2% | +4,898.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling