+191.0%
JBL vs URA
+116.4%
+74.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.3% |
| 7D | +4.0% | +5.7% | -1.7% | +1.5% |
| 30D | -7.5% | +5.6% | -13.1% | -9.7% |
| 3M | -14.1% | +6.2% | -20.3% | -16.5% |
| 6M | +25.9% | -8.2% | +34.1% | +29.2% |
| YTD | +36.7% | +9.7% | +27.0% | +29.6% |
| 1Y | +49.0% | +17.0% | +32.0% | +36.6% |
| All | +191.0% | +116.4% | +74.5% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling