+23.7%
JBL vs AEIS
+6.2%
+17.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -11.1% | +6.3% | +1.1% |
| 7D | -11.1% | -12.7% | +1.6% | -4.9% |
| 30D | -14.1% | -28.8% | +14.8% | +2.2% |
| 3M | -23.9% | -38.0% | +14.1% | -3.0% |
| 6M | -24.1% | -45.3% | +21.2% | +0.4% |
| YTD | +13.5% | +1.1% | +12.3% | +12.4% |
| 1Y | +23.7% | +8.6% | +15.1% | +18.9% |
| All | +23.7% | +6.2% | +17.5% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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