+71.4%
JMEE price history and return analytics
+88.0%
-16.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.4% | +0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +0.7% | -2.6% | +3.3% | +3.6% |
| 3M | -4.6% | -3.2% | -1.4% | -1.3% |
| 6M | +1.9% | +0.9% | +1.0% | +0.6% |
| YTD | +17.0% | +11.3% | +5.7% | +3.7% |
| 1Y | +20.1% | +14.0% | +6.1% | +3.7% |
| 3Y | +65.8% | +75.8% | -10.1% | -10.3% |
| All | +71.4% | +88.0% | -16.6% | -15.0% |
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