+1,391.2%
JBL vs UUUU
-92.5%
+1,483.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.3% | +3.6% | -2.1% |
| 7D | -1.0% | -5.0% | +4.0% | -0.5% |
| 30D | -15.1% | -7.8% | -7.3% | -14.5% |
| 3M | -14.0% | -0.4% | -13.6% | -14.2% |
| 6M | +20.6% | -32.9% | +53.5% | +24.8% |
| YTD | +32.9% | -6.3% | +39.2% | +31.8% |
| 1Y | +40.5% | +7.9% | +32.6% | +35.6% |
| 3Y | +183.7% | +85.2% | +98.6% | +151.3% |
| 5Y | +388.3% | +97.0% | +291.4% | +316.4% |
| 10Y | +1,464.9% | +492.6% | +972.3% | +1,015.4% |
| All | +1,391.2% | -92.5% | +1,483.7% | +971.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling