+360.5%
BE vs JBL
+52.3%
+308.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.8% | +5.4% |
| 7D | +20.0% | +3.0% | +16.9% | +15.5% |
| 30D | +7.9% | -8.3% | +16.2% | +20.0% |
| 3M | -13.2% | -16.9% | +3.7% | +11.2% |
| 6M | +53.5% | +21.8% | +31.7% | +20.8% |
| YTD | +191.0% | +36.3% | +154.7% | +92.4% |
| 1Y | +360.5% | +49.5% | +311.0% | +170.9% |
| All | +360.5% | +52.3% | +308.2% | +170.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling