+5,548.7%
INTC vs JBL
+42,637.0%
-37,088.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +4.1% |
| 7D | +7.1% | +3.0% | +4.0% | +6.2% |
| 30D | -5.2% | -8.3% | +3.1% | -2.8% |
| 3M | -14.3% | -16.9% | +2.6% | -8.7% |
| 6M | +110.2% | +21.8% | +88.4% | +102.1% |
| YTD | +159.6% | +36.3% | +123.3% | +142.3% |
| 1Y | +289.3% | +49.5% | +239.8% | +253.0% |
| 3Y | +166.1% | +170.6% | -4.6% | +101.0% |
| 5Y | +94.4% | +408.4% | -314.0% | +23.3% |
| 10Y | +227.7% | +1,450.4% | -1,222.7% | +51.8% |
| All | +5,548.7% | +42,637.0% | -37,088.4% | +1,477.4% |
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 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