-94.1%
JBDI price history and return analytics
+41.9%
-136.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.8% |
| 7D | -7.7% | -1.1% | -6.6% | -7.0% |
| 30D | -11.1% | -1.0% | -10.1% | -10.5% |
| 3M | -15.6% | +3.2% | -18.8% | -16.8% |
| 6M | -13.9% | +12.5% | -26.4% | -18.3% |
| YTD | -19.6% | +14.1% | -33.6% | -24.7% |
| 1Y | -68.4% | +18.9% | -87.3% | -71.0% |
| All | -94.1% | +41.9% | -136.0% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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