+238.7%
EQIX vs JBL
+633.4%
-394.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +1.3% | +4.4% | -3.1% | +0.1% |
| 30D | +0.3% | -8.4% | +8.8% | +2.7% |
| 3M | -1.6% | -14.2% | +12.6% | +1.9% |
| 6M | +12.2% | +29.6% | -17.4% | +2.2% |
| YTD | +38.0% | +37.1% | +0.9% | +22.9% |
| 1Y | +38.9% | +49.5% | -10.6% | +19.7% |
| 3Y | +43.8% | +192.7% | -148.9% | -3.1% |
| 5Y | +30.4% | +411.3% | -381.0% | -27.2% |
| 10Y | +238.6% | +1,447.6% | -1,209.0% | +23.6% |
| All | +238.7% | +633.4% | -394.8% | -13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling