+97.4%
JBL vs BEN
+86.4%
+11.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +6.3% | +6.8% | -0.4% | +3.5% |
| 30D | -13.5% | +18.0% | -31.5% | -19.3% |
| 3M | -31.3% | +7.5% | -38.8% | -33.4% |
| 6M | -28.4% | +14.7% | -43.1% | -32.5% |
| YTD | +11.6% | +56.1% | -44.5% | -7.3% |
| 1Y | +26.1% | +69.6% | -43.5% | +1.4% |
| 3Y | +97.4% | +87.7% | +9.7% | +58.5% |
| All | +97.4% | +86.4% | +11.0% | +58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling