+2,448.2%
JBL vs BB
+266.8%
+2,181.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | 0.0% |
| 7D | +4.4% | +0.5% | +3.9% | +4.3% |
| 30D | -8.4% | -12.4% | +3.9% | -5.4% |
| 3M | -14.2% | -15.3% | +1.1% | -11.4% |
| 6M | +29.6% | +128.8% | -99.2% | +2.3% |
| YTD | +37.1% | +107.7% | -70.6% | +10.8% |
| 1Y | +49.5% | +103.9% | -54.4% | +20.2% |
| 3Y | +192.7% | +72.6% | +120.1% | +127.5% |
| 5Y | +411.3% | -24.3% | +435.6% | +365.2% |
| 10Y | +1,447.6% | +3.1% | +1,444.5% | +871.0% |
| All | +2,448.2% | +266.8% | +2,181.4% | +392.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling