+1,525.1%
JBL vs BEN
+56.6%
+1,468.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.1% | +5.1% |
| 7D | +2.4% | -3.1% | +5.5% | +4.1% |
| 30D | -13.1% | +0.2% | -13.3% | -13.2% |
| 3M | -15.6% | +6.8% | -22.4% | -18.6% |
| 6M | +24.6% | +38.1% | -13.5% | +5.1% |
| YTD | +39.6% | +44.3% | -4.7% | +14.4% |
| 1Y | +48.6% | +42.6% | +6.0% | +22.2% |
| 3Y | +197.3% | +52.3% | +144.9% | +127.5% |
| 5Y | +413.0% | +37.6% | +375.3% | +303.4% |
| All | +1,525.1% | +56.6% | +1,468.4% | +990.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling