+42,044.7%
JBL vs WY
+311.8%
+41,732.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +4.0% | -1.7% | +5.7% | +4.9% |
| 30D | -7.5% | -9.9% | +2.4% | -2.7% |
| 3M | -14.1% | -7.5% | -6.5% | -11.5% |
| 6M | +25.9% | -5.1% | +31.0% | +27.7% |
| YTD | +36.7% | -2.1% | +38.8% | +35.5% |
| 1Y | +49.0% | -7.3% | +56.3% | +51.3% |
| 3Y | +191.8% | -22.6% | +214.4% | +216.5% |
| 5Y | +409.8% | -19.8% | +429.6% | +436.8% |
| 10Y | +1,509.2% | +9.6% | +1,499.7% | +1,248.2% |
| All | +42,044.7% | +311.8% | +41,732.9% | +17,503.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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