+45.0%
BBY vs JBL
+195.4%
-150.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.0% | -2.0% | +2.0% |
| 7D | +0.6% | +2.4% | -1.8% | +0.1% |
| 30D | +9.4% | -13.1% | +22.5% | +12.3% |
| 3M | +19.3% | -15.6% | +34.9% | +22.8% |
| 6M | +47.9% | +24.6% | +23.3% | +35.8% |
| YTD | +39.6% | +39.6% | 0.0% | +22.8% |
| 1Y | +22.2% | +48.6% | -26.4% | +4.5% |
| 3Y | +45.0% | +197.3% | -152.3% | -1.2% |
| All | +45.0% | +195.4% | -150.5% | -1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling