-100.0%
JZ price history and return analytics
+83.0%
-183.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.2% |
| 7D | +46.0% | +2.9% | +43.1% | +43.2% |
| 30D | +5.0% | -2.5% | +7.5% | +7.5% |
| 3M | -47.1% | -3.3% | -43.8% | -45.7% |
| 6M | -93.4% | +1.5% | -94.9% | -93.4% |
| YTD | -95.3% | +11.4% | -106.6% | -95.6% |
| 1Y | -96.5% | +11.9% | -108.4% | -96.8% |
| 3Y | -99.8% | +73.9% | -173.6% | -99.9% |
| All | -100.0% | +83.0% | -183.0% | -100.0% |
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