+36.5%
EQIX vs JBL
+409.3%
-372.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.0% | -3.7% | +0.3% |
| 7D | +0.2% | +2.4% | -2.3% | -0.3% |
| 30D | -2.5% | -13.1% | +10.6% | +0.2% |
| 3M | 0.0% | -15.6% | +15.5% | +2.9% |
| 6M | +7.6% | +24.6% | -16.9% | +1.3% |
| YTD | +37.5% | +39.6% | -2.1% | +25.6% |
| 1Y | +32.9% | +48.6% | -15.7% | +19.0% |
| 3Y | +42.8% | +197.3% | -154.5% | +3.0% |
| All | +36.5% | +409.3% | -372.8% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling