+303.6%
JBL vs BB
-17.6%
+321.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.6% |
| 7D | +6.3% | +1.8% | +4.5% | +5.9% |
| 30D | -13.5% | +8.1% | -21.6% | -15.3% |
| 3M | -31.3% | -1.0% | -30.3% | -31.8% |
| 6M | -28.4% | +45.9% | -74.3% | -35.6% |
| YTD | +11.6% | +134.8% | -123.2% | -10.5% |
| 1Y | +26.1% | +104.6% | -78.5% | +3.8% |
| 3Y | +97.4% | +152.8% | -55.5% | +47.1% |
| All | +303.6% | -17.6% | +321.2% | +310.6% |
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