-99.5%
JEM price history and return analytics
+30.0%
-129.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.5% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | +0.7% | -0.7% | +1.4% | +1.7% |
| 3M | -77.4% | +4.0% | -81.4% | -78.2% |
| 6M | -82.6% | +12.3% | -94.9% | -85.5% |
| YTD | -90.2% | +14.0% | -104.2% | -91.5% |
| 1Y | -97.4% | +20.3% | -117.7% | -97.3% |
| All | -99.5% | +30.0% | -129.6% | -99.4% |
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