+130.5%
JBIO vs SPY
+18.1%
+112.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.9% | -7.4% | -7.6% |
| 7D | -10.1% | -0.8% | -9.3% | -9.2% |
| 30D | -22.9% | -1.1% | -21.9% | -21.9% |
| 3M | +11.3% | +3.9% | +7.4% | +5.0% |
| 6M | +27.6% | +13.6% | +14.0% | +3.8% |
| YTD | +15.9% | +12.7% | +3.3% | -5.0% |
| 1Y | +130.5% | +17.5% | +113.0% | +76.6% |
| All | +130.5% | +18.1% | +112.4% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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