-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 all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.6% | -10.5% | -10.7% |
| 7D | -11.8% | -0.1% | -11.6% | -11.7% |
| 30D | -9.8% | -0.7% | -9.1% | -9.4% |
| 3M | +1.9% | +4.0% | -2.1% | 0.0% |
| 6M | -13.0% | +12.3% | -25.3% | -17.4% |
| YTD | -19.6% | +14.0% | -33.6% | -24.7% |
| 1Y | -44.2% | +20.3% | -64.5% | -49.1% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling