+3,664.4%
AMD vs JBL
+35,525.4%
-31,861.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.6% | +3.7% | +5.9% |
| 7D | +13.1% | +0.1% | +13.0% | +13.9% |
| 30D | -7.0% | -17.0% | +10.1% | +1.0% |
| 3M | +16.6% | -27.4% | +44.0% | +32.4% |
| 6M | +20.5% | -29.1% | +49.6% | +39.7% |
| YTD | +158.2% | +13.6% | +144.5% | +153.1% |
| 1Y | +132.8% | +22.8% | +110.0% | +121.7% |
| 3Y | +366.2% | +103.0% | +263.2% | +261.9% |
| 5Y | +278.7% | +307.4% | -28.7% | +133.3% |
| 10Y | +8,164.6% | +1,173.9% | +6,990.6% | +3,220.7% |
| All | +3,664.4% | +35,525.4% | -31,861.0% | +913.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling