+65.2%
ALAB vs JBL
+52.3%
+12.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.5% | +8.2% | +8.0% |
| 7D | +7.2% | +3.0% | +4.2% | +3.9% |
| 30D | -2.5% | -8.3% | +5.7% | +6.5% |
| 3M | -13.3% | -16.9% | +3.6% | +8.0% |
| 6M | +172.8% | +21.8% | +151.1% | +128.2% |
| YTD | +86.6% | +36.3% | +50.3% | +40.2% |
| 1Y | +65.2% | +49.5% | +15.6% | +18.4% |
| All | +65.2% | +52.3% | +12.8% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling