+228.9%
JSM price history and return analytics
+356.5%
-127.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -1.7% | +2.4% | -4.1% | -2.9% |
| 30D | -5.1% | -1.5% | -3.6% | -4.4% |
| 3M | -11.7% | -4.1% | -7.6% | -9.9% |
| 6M | -14.7% | +0.6% | -15.3% | -15.2% |
| YTD | -19.7% | +11.0% | -30.8% | -24.5% |
| 1Y | -13.2% | +13.3% | -26.5% | -19.2% |
| 3Y | +6.9% | +73.4% | -66.5% | -21.7% |
| 5Y | -14.8% | +57.4% | -72.2% | -34.7% |
| 10Y | +33.1% | +221.7% | -188.6% | -29.7% |
| All | +228.9% | +356.5% | -127.6% | +30.9% |
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