+11,227.2%
BBY vs JBL
+41,567.8%
-30,340.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.8% | +0.7% |
| 7D | +0.7% | -1.0% | +1.7% | +0.9% |
| 30D | +5.8% | -15.1% | +20.8% | +9.5% |
| 3M | +18.0% | -14.0% | +32.1% | +20.9% |
| 6M | +39.8% | +20.6% | +19.2% | +31.1% |
| YTD | +35.4% | +32.9% | +2.5% | +23.4% |
| 1Y | +21.4% | +40.5% | -19.1% | +8.7% |
| 3Y | +39.5% | +183.7% | -144.2% | +3.6% |
| 5Y | -0.5% | +388.3% | -388.8% | -35.2% |
| 10Y | +240.0% | +1,464.9% | -1,224.9% | +67.9% |
| All | +11,227.2% | +41,567.8% | -30,340.6% | +3,125.7% |
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