+55.2%
EBAY vs JBL
+20.8%
+34.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.8% | +10.3% | +5.7% |
| 7D | +6.0% | -11.1% | +17.2% | +6.7% |
| 30D | +16.8% | -14.1% | +30.9% | +17.7% |
| 3M | +14.5% | -23.9% | +38.5% | +16.2% |
| 6M | +15.1% | -24.1% | +39.2% | +15.7% |
| YTD | +45.0% | +13.5% | +31.5% | +34.0% |
| 1Y | +55.2% | +23.7% | +31.4% | +39.4% |
| All | +55.2% | +20.8% | +34.4% | +39.4% |
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 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