+14,390.8%
UNH vs JBL
+42,747.1%
-28,356.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -1.7% | +4.0% | -5.7% | -2.0% |
| 30D | -3.8% | -7.5% | +3.6% | -3.2% |
| 3M | -4.3% | -14.1% | +9.8% | -3.2% |
| 6M | +38.6% | +25.9% | +12.7% | +34.5% |
| YTD | +20.7% | +36.7% | -16.0% | +15.9% |
| 1Y | +16.0% | +49.0% | -33.0% | +10.2% |
| 3Y | -13.5% | +191.8% | -205.2% | -24.8% |
| 5Y | +3.5% | +409.8% | -406.3% | -15.8% |
| 10Y | +245.3% | +1,509.2% | -1,263.9% | +147.6% |
| All | +14,390.8% | +42,747.1% | -28,356.3% | +8,185.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling