-52.4%
JBI price history and return analytics
+125.2%
-177.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.4% | -5.6% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | -13.4% | -0.7% | -12.7% | -12.9% |
| 3M | -11.6% | +4.0% | -15.6% | -13.9% |
| 6M | -13.7% | +12.3% | -26.0% | -20.0% |
| YTD | -28.9% | +14.0% | -42.9% | -34.5% |
| 1Y | -53.5% | +20.3% | -73.8% | -58.5% |
| 3Y | -56.1% | +75.4% | -131.5% | -68.4% |
| 5Y | -67.1% | +66.0% | -133.1% | -76.6% |
| All | -52.4% | +125.2% | -177.6% | -65.7% |
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