+1,008.4%
ASX vs JBL
+1,176.2%
-167.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.5% | -4.3% |
| 7D | +22.1% | +10.0% | +12.1% | +16.1% |
| 30D | -23.8% | -18.2% | -5.5% | -13.6% |
| 3M | -7.6% | -29.0% | +21.4% | +12.3% |
| 6M | +6.9% | -25.9% | +32.8% | +28.6% |
| YTD | +127.7% | +14.1% | +113.6% | +119.4% |
| 1Y | +144.5% | +21.7% | +122.9% | +127.7% |
| 3Y | +377.8% | +103.8% | +273.9% | +231.8% |
| 5Y | +498.2% | +310.0% | +188.2% | +186.0% |
| All | +1,008.4% | +1,176.2% | -167.9% | +259.4% |
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 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