+3,552.3%
ASX vs JBL
+606.0%
+2,946.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -0.7% | +3.0% | -3.7% | -1.8% |
| 30D | +2.0% | -8.3% | +10.2% | +5.1% |
| 3M | -1.3% | -16.9% | +15.6% | +6.1% |
| 6M | +71.4% | +21.8% | +49.7% | +62.0% |
| YTD | +135.3% | +36.3% | +99.0% | +113.8% |
| 1Y | +267.5% | +49.5% | +218.0% | +223.0% |
| 3Y | +388.5% | +170.6% | +217.9% | +244.1% |
| 5Y | +417.1% | +408.4% | +8.7% | +196.6% |
| 10Y | +872.7% | +1,450.4% | -577.6% | +280.3% |
| All | +3,552.3% | +606.0% | +2,946.3% | +879.9% |
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