+3,523.6%
FISV vs JBL
+42,747.1%
-39,223.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.3% |
| 7D | -6.4% | +4.0% | -10.4% | -7.0% |
| 30D | -6.8% | -7.5% | +0.6% | -5.7% |
| 3M | -10.0% | -14.1% | +4.1% | -8.3% |
| 6M | -20.6% | +25.9% | -46.5% | -25.0% |
| YTD | -27.6% | +36.7% | -64.2% | -32.8% |
| 1Y | -64.3% | +49.0% | -113.3% | -67.8% |
| 3Y | -60.0% | +191.8% | -251.8% | -68.9% |
| 5Y | -57.7% | +409.8% | -467.5% | -70.5% |
| 10Y | -3.0% | +1,509.2% | -1,512.2% | -45.7% |
| All | +3,523.6% | +42,747.1% | -39,223.5% | +1,254.6% |
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