+477.7%
ASX vs JBL
+405.9%
+71.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.7% |
| 7D | +6.3% | +4.4% | +1.9% | +3.5% |
| 30D | +6.4% | -8.4% | +14.9% | +12.2% |
| 3M | +13.1% | -14.2% | +27.3% | +24.6% |
| 6M | +90.3% | +29.6% | +60.7% | +66.6% |
| YTD | +149.6% | +37.1% | +112.6% | +111.3% |
| 1Y | +249.2% | +49.5% | +199.7% | +179.9% |
| 3Y | +445.9% | +192.7% | +253.2% | +179.1% |
| 5Y | +477.7% | +411.3% | +66.4% | +86.2% |
| All | +477.7% | +405.9% | +71.8% | +86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling