+1,683.3%
BE vs JBL
+189.2%
+1,494.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | +23.9% | +4.0% | +19.9% | +20.6% |
| 30D | +27.8% | -7.5% | +35.3% | +35.8% |
| 3M | +3.7% | -14.1% | +17.8% | +18.3% |
| 6M | +78.0% | +25.9% | +52.1% | +61.0% |
| YTD | +209.9% | +36.7% | +173.3% | +169.5% |
| 1Y | +389.6% | +49.0% | +340.6% | +314.9% |
| All | +1,683.3% | +189.2% | +1,494.1% | +1,089.4% |
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