+48.6%
JBL vs UUUU
+3.5%
+45.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -5.0% | +10.0% | +6.0% |
| 7D | +2.4% | -10.5% | +12.9% | +4.5% |
| 30D | -13.1% | -10.5% | -2.6% | -11.5% |
| 3M | -15.6% | -14.1% | -1.5% | -14.0% |
| 6M | +24.6% | -35.5% | +60.0% | +30.8% |
| YTD | +39.6% | -10.9% | +50.5% | +42.0% |
| 1Y | +48.6% | +3.4% | +45.3% | +45.0% |
| All | +48.6% | +3.5% | +45.1% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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