+40.8%
EQIX vs JBL
+181.3%
-140.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.4% |
| 7D | -1.6% | -1.0% | -0.6% | -1.5% |
| 30D | -0.4% | -15.1% | +14.7% | +2.0% |
| 3M | -0.9% | -14.0% | +13.1% | +0.8% |
| 6M | +8.1% | +20.6% | -12.5% | +4.1% |
| YTD | +35.7% | +32.9% | +2.8% | +28.1% |
| 1Y | +34.0% | +40.5% | -6.6% | +24.9% |
| All | +40.8% | +181.3% | -140.4% | +15.0% |
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