+1,033.9%
FLEX vs JBL
+1,478.7%
-444.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.4% | -1.8% |
| 7D | +0.1% | -1.0% | +1.1% | +1.0% |
| 30D | -11.8% | -15.1% | +3.3% | +1.3% |
| 3M | -22.6% | -14.0% | -8.5% | -10.8% |
| 6M | +77.3% | +20.6% | +56.7% | +59.6% |
| YTD | +78.8% | +32.9% | +45.9% | +49.2% |
| 1Y | +86.1% | +40.5% | +45.5% | +47.9% |
| 3Y | +446.2% | +183.7% | +262.5% | +139.6% |
| 5Y | +689.7% | +388.3% | +301.4% | +119.1% |
| All | +1,033.9% | +1,478.7% | -444.7% | +51.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling