+30,513.3%
AVGO vs JBL
+2,993.0%
+27,520.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.2% | -2.6% | -3.6% |
| 7D | +18.2% | +6.3% | +11.8% | +14.6% |
| 30D | +0.2% | -13.5% | +13.7% | +8.5% |
| 3M | -16.8% | -31.3% | +14.5% | +0.5% |
| 6M | -16.5% | -28.4% | +12.0% | -1.9% |
| YTD | +0.8% | +11.6% | -10.8% | -7.2% |
| 1Y | +2.8% | +26.1% | -23.3% | -11.2% |
| 3Y | +278.5% | +97.4% | +181.2% | +154.0% |
| 5Y | +573.1% | +301.0% | +272.1% | +210.4% |
| 10Y | +2,598.7% | +1,151.1% | +1,447.6% | +585.3% |
| All | +30,513.3% | +2,993.0% | +27,520.3% | +5,281.6% |
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