+2,979.8%
ASX vs JBL
+443.5%
+2,536.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.3% | +6.0% |
| 7D | -19.9% | -12.3% | -7.6% | -15.6% |
| 30D | -30.9% | -20.2% | -10.7% | -24.3% |
| 3M | -15.1% | -30.6% | +15.5% | -2.5% |
| 6M | -6.5% | -35.8% | +29.3% | +11.4% |
| YTD | +98.4% | +4.9% | +93.5% | +99.7% |
| 1Y | +107.9% | +11.3% | +96.6% | +104.8% |
| 3Y | +325.3% | +89.1% | +236.2% | +244.6% |
| 5Y | +447.3% | +272.1% | +175.2% | +253.6% |
| 10Y | +763.2% | +1,150.2% | -387.0% | +269.0% |
| All | +2,979.8% | +443.5% | +2,536.3% | +815.0% |
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