+1,138.4%
BAC vs JBL
+41,567.8%
-40,429.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.4% |
| 7D | -0.3% | -1.0% | +0.8% | 0.0% |
| 30D | -1.8% | -15.1% | +13.3% | +1.7% |
| 3M | +15.3% | -14.0% | +29.3% | +18.3% |
| 6M | +30.2% | +20.6% | +9.5% | +22.9% |
| YTD | +15.6% | +32.9% | -17.3% | +6.3% |
| 1Y | +27.5% | +40.5% | -13.1% | +15.2% |
| 3Y | +137.0% | +183.7% | -46.7% | +78.0% |
| 5Y | +75.6% | +388.3% | -312.8% | +15.7% |
| 10Y | +396.9% | +1,464.9% | -1,068.1% | +153.0% |
| All | +1,138.4% | +41,567.8% | -40,429.4% | +389.1% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling