+289.3%
INTC vs JBL
+52.3%
+236.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.2% |
| 7D | +7.1% | +3.0% | +4.0% | +4.4% |
| 30D | -5.2% | -8.3% | +3.1% | +1.7% |
| 3M | -14.3% | -16.9% | +2.6% | +0.5% |
| 6M | +110.2% | +21.8% | +88.4% | +92.5% |
| YTD | +159.6% | +36.3% | +123.3% | +124.4% |
| 1Y | +289.3% | +49.5% | +239.8% | +224.5% |
| All | +289.3% | +52.3% | +236.9% | +224.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling