+413.7%
JBL vs AEIS
+232.6%
+181.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.9% | +0.1% | +2.3% |
| 7D | +2.4% | +2.3% | +0.2% | +1.2% |
| 30D | -13.1% | -14.8% | +1.7% | -5.3% |
| 3M | -15.6% | -15.6% | 0.0% | -9.0% |
| 6M | +24.6% | -8.7% | +33.3% | +27.4% |
| YTD | +39.6% | +37.3% | +2.3% | +12.9% |
| 1Y | +48.6% | +80.3% | -31.7% | +2.4% |
| 3Y | +197.3% | +177.9% | +19.3% | +53.1% |
| All | +413.7% | +232.6% | +181.1% | +128.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling