+25.5%
JPRE price history and return analytics
+94.7%
-69.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | -0.2% | +1.0% | -1.2% | -0.9% |
| 30D | -2.0% | -0.2% | -1.7% | -1.8% |
| 3M | +2.2% | +4.5% | -2.3% | -1.3% |
| 6M | +5.2% | +14.1% | -8.8% | -5.2% |
| YTD | +12.9% | +14.8% | -1.9% | +1.0% |
| 1Y | +12.0% | +21.2% | -9.1% | -4.2% |
| 3Y | +35.8% | +76.6% | -40.8% | -17.6% |
| All | +25.5% | +94.7% | -69.2% | -30.2% |
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