+41,936.4%
JBL vs WEC
+2,552.4%
+39,384.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +3.0% | -0.3% | +3.3% | +3.1% |
| 30D | -8.3% | -1.3% | -7.0% | -7.9% |
| 3M | -16.9% | -3.9% | -13.0% | -16.1% |
| 6M | +21.8% | -8.3% | +30.1% | +24.9% |
| YTD | +36.3% | +3.1% | +33.2% | +34.0% |
| 1Y | +49.5% | +1.9% | +47.6% | +47.2% |
| 3Y | +170.6% | +41.9% | +128.7% | +131.0% |
| 5Y | +408.4% | +30.8% | +377.6% | +340.4% |
| 10Y | +1,450.4% | +141.9% | +1,308.5% | +899.8% |
| All | +41,936.4% | +2,552.4% | +39,384.0% | +15,091.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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