+954.6%
ASX vs JBL
+1,459.9%
-505.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.8% |
| 7D | +6.3% | +4.4% | +1.9% | +3.9% |
| 30D | +6.4% | -8.4% | +14.9% | +11.4% |
| 3M | +13.1% | -14.2% | +27.3% | +23.4% |
| 6M | +90.3% | +29.6% | +60.7% | +69.1% |
| YTD | +149.6% | +37.1% | +112.6% | +115.4% |
| 1Y | +249.2% | +49.5% | +199.7% | +187.3% |
| 3Y | +445.9% | +192.7% | +253.2% | +208.3% |
| 5Y | +477.7% | +411.3% | +66.4% | +143.9% |
| All | +954.6% | +1,459.9% | -505.3% | +193.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling