+171.2%
INTC vs JBL
+195.4%
-24.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.0% | -2.4% | -0.4% |
| 7D | +7.5% | +2.4% | +5.0% | +6.0% |
| 30D | +2.0% | -13.1% | +15.1% | +10.8% |
| 3M | -12.0% | -15.6% | +3.6% | -2.5% |
| 6M | +114.5% | +24.6% | +90.0% | +98.6% |
| YTD | +179.0% | +39.6% | +139.4% | +146.1% |
| 1Y | +318.3% | +48.6% | +269.7% | +256.4% |
| 3Y | +171.2% | +197.3% | -26.0% | +70.4% |
| All | +171.2% | +195.4% | -24.2% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling