+183.0%
JBL vs BB
+62.2%
+120.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.7% | 0.0% | -2.2% |
| 7D | -1.0% | -2.1% | +1.1% | -0.6% |
| 30D | -15.1% | -16.0% | +1.0% | -12.0% |
| 3M | -14.0% | -14.5% | +0.5% | -11.5% |
| 6M | +20.6% | +118.6% | -97.9% | +2.9% |
| YTD | +32.9% | +98.9% | -66.0% | +15.2% |
| 1Y | +40.5% | +99.5% | -58.9% | +21.1% |
| All | +183.0% | +62.2% | +120.8% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling