+413.7%
JBL vs BB
-26.5%
+440.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +4.6% |
| 7D | +2.4% | -0.4% | +2.8% | +2.5% |
| 30D | -13.1% | -12.5% | -0.6% | -10.5% |
| 3M | -15.6% | -17.4% | +1.9% | -12.5% |
| 6M | +24.6% | +119.1% | -94.6% | +2.9% |
| YTD | +39.6% | +102.4% | -62.8% | +17.2% |
| 1Y | +48.6% | +98.2% | -49.6% | +24.4% |
| 3Y | +197.3% | +46.9% | +150.3% | +154.1% |
| All | +413.7% | -26.5% | +440.2% | +400.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling