+1,525.1%
JBL vs WU
-39.1%
+1,564.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.6% | +4.5% | +4.8% |
| 7D | +2.4% | -3.5% | +5.9% | +3.9% |
| 30D | -13.1% | -2.9% | -10.2% | -12.2% |
| 3M | -15.6% | -2.3% | -13.3% | -17.2% |
| 6M | +24.6% | -25.4% | +49.9% | +37.9% |
| YTD | +39.6% | -21.2% | +60.8% | +49.6% |
| 1Y | +48.6% | -8.9% | +57.5% | +47.0% |
| 3Y | +197.3% | -29.0% | +226.2% | +222.8% |
| 5Y | +413.0% | -50.7% | +463.7% | +565.0% |
| All | +1,525.1% | -39.1% | +1,564.2% | +1,685.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling