+41,936.5%
JBL vs BEN
+1,906.0%
+40,030.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | -0.4% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | -8.3% | -0.5% | -7.7% | -8.1% |
| 3M | -16.9% | +9.7% | -26.6% | -21.1% |
| 6M | +21.8% | +33.9% | -12.1% | +3.2% |
| YTD | +36.3% | +49.0% | -12.7% | +8.3% |
| 1Y | +49.5% | +42.1% | +7.4% | +21.3% |
| 3Y | +170.6% | +51.9% | +118.8% | +103.9% |
| 5Y | +408.4% | +39.0% | +369.3% | +291.6% |
| 10Y | +1,450.4% | +57.9% | +1,392.5% | +925.5% |
| All | +41,936.5% | +1,906.0% | +40,030.4% | +14,701.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling