+49.5%
JBL vs AS
-22.5%
+72.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.4% |
| 7D | +4.4% | -2.6% | +7.0% | +5.1% |
| 30D | -8.4% | -22.1% | +13.7% | -1.9% |
| 3M | -14.2% | -15.3% | +1.2% | -11.6% |
| 6M | +29.6% | -15.6% | +45.2% | +32.6% |
| YTD | +37.1% | -23.2% | +60.3% | +43.3% |
| 1Y | +49.5% | -21.7% | +71.2% | +52.2% |
| All | +49.5% | -22.5% | +72.0% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AS 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling