+183.0%
JBL vs UUUU
+83.7%
+99.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.3% | +3.6% | -1.7% |
| 7D | -1.0% | -5.0% | +4.0% | -0.2% |
| 30D | -15.1% | -7.8% | -7.3% | -14.1% |
| 3M | -14.0% | -0.4% | -13.6% | -14.4% |
| 6M | +20.6% | -32.9% | +53.5% | +26.2% |
| YTD | +32.9% | -6.3% | +39.2% | +31.6% |
| 1Y | +40.5% | +7.9% | +32.6% | +33.0% |
| All | +183.0% | +83.7% | +99.3% | +135.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling