+197.3%
JBL vs WU
-28.7%
+226.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.6% | +4.5% | +4.9% |
| 7D | +2.4% | -3.5% | +5.9% | +3.1% |
| 30D | -13.1% | -2.9% | -10.2% | -12.7% |
| 3M | -15.6% | -2.3% | -13.3% | -17.1% |
| 6M | +24.6% | -25.4% | +49.9% | +31.3% |
| YTD | +39.6% | -21.2% | +60.8% | +44.4% |
| 1Y | +48.6% | -8.9% | +57.5% | +45.8% |
| 3Y | +197.3% | -29.0% | +226.2% | +196.1% |
| All | +197.3% | -28.7% | +226.0% | +196.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling