+11.3%
IVV vs JBL
+14.3%
-3.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -0.6% | -8.1% | +7.5% | +0.7% |
| 30D | -3.7% | -18.4% | +14.8% | -0.7% |
| 3M | -2.7% | -25.8% | +23.0% | +1.4% |
| 6M | +2.2% | -29.6% | +31.9% | +7.0% |
| YTD | +10.9% | +9.6% | +1.3% | +6.5% |
| 1Y | +11.3% | +14.1% | -2.8% | +5.8% |
| All | +11.3% | +14.3% | -3.0% | +5.8% |
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