+71.2%
MSFU vs JBL
+437.4%
-366.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.2% |
| 7D | -6.9% | -1.0% | -5.9% | -6.7% |
| 30D | -5.1% | -15.1% | +9.9% | -0.3% |
| 3M | +44.6% | -14.0% | +58.7% | +48.9% |
| 6M | +32.8% | +20.6% | +12.2% | +17.9% |
| YTD | -10.1% | +32.9% | -43.0% | -24.1% |
| 1Y | -19.4% | +40.5% | -59.9% | -34.3% |
| 3Y | +26.2% | +183.7% | -157.6% | -30.3% |
| All | +71.2% | +437.4% | -366.2% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded JBL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling