+40.5%
JBL vs URA
+11.7%
+28.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.0% | +1.2% | -0.9% |
| 7D | -1.0% | -1.5% | +0.5% | -0.3% |
| 30D | -15.1% | -0.4% | -14.7% | -15.1% |
| 3M | -14.0% | +6.3% | -20.3% | -16.8% |
| 6M | +20.6% | -14.0% | +34.6% | +26.6% |
| YTD | +32.9% | +5.3% | +27.6% | +28.4% |
| 1Y | +40.5% | +11.7% | +28.9% | +34.3% |
| All | +40.5% | +11.7% | +28.8% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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