+148.2%
JXI price history and return analytics
+368.8%
-220.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | -0.7% | -0.7% | 0.0% | -0.3% |
| 3M | -1.1% | +4.0% | -5.1% | -4.1% |
| 6M | -4.7% | +12.3% | -17.0% | -12.8% |
| YTD | +5.0% | +14.0% | -9.0% | -5.0% |
| 1Y | +12.7% | +20.3% | -7.6% | -2.1% |
| 3Y | +55.9% | +75.4% | -19.5% | +1.3% |
| 5Y | +48.6% | +66.0% | -17.3% | -0.7% |
| 10Y | +138.5% | +228.2% | -89.6% | -7.3% |
| All | +148.2% | +368.8% | -220.6% | -34.5% |
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