-98.4%
JWEL price history and return analytics
+82.5%
-180.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.9% |
| 7D | -1.8% | -1.1% | -0.6% | -1.1% |
| 30D | -26.8% | -1.0% | -25.8% | -26.4% |
| 3M | -8.6% | +3.2% | -11.7% | -10.7% |
| 6M | -8.9% | +12.5% | -21.4% | -15.8% |
| YTD | -2.6% | +14.1% | -16.7% | -10.6% |
| 1Y | +25.1% | +18.9% | +6.2% | +11.9% |
| 3Y | -31.0% | +74.1% | -105.1% | -51.7% |
| 5Y | -97.6% | +66.9% | -164.4% | -98.2% |
| All | -98.4% | +82.5% | -180.9% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling