+15,624.1%
JBL vs AEIS
+2,641.0%
+12,983.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -0.5% |
| 7D | +4.4% | +8.1% | -3.7% | +1.3% |
| 30D | -8.4% | -11.1% | +2.7% | -4.2% |
| 3M | -14.2% | -5.6% | -8.5% | -12.9% |
| 6M | +29.6% | -0.6% | +30.2% | +28.6% |
| YTD | +37.1% | +38.0% | -1.0% | +19.6% |
| 1Y | +49.5% | +87.2% | -37.7% | +15.9% |
| 3Y | +192.7% | +179.7% | +13.0% | +91.9% |
| 5Y | +411.3% | +241.7% | +169.6% | +207.2% |
| 10Y | +1,447.6% | +547.2% | +900.4% | +589.8% |
| All | +15,624.1% | +2,641.0% | +12,983.1% | +2,698.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling