+34,313.4%
JBL vs BEN
+2,001.8%
+32,311.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +6.3% | +6.8% | -0.4% | +2.6% |
| 30D | -13.5% | +18.0% | -31.5% | -21.1% |
| 3M | -31.3% | +7.5% | -38.8% | -34.1% |
| 6M | -28.4% | +14.7% | -43.1% | -34.0% |
| YTD | +11.6% | +56.1% | -44.5% | -13.7% |
| 1Y | +26.1% | +69.6% | -43.5% | -6.9% |
| 3Y | +97.4% | +87.7% | +9.7% | +32.1% |
| 5Y | +301.0% | +28.6% | +272.4% | +224.8% |
| 10Y | +1,151.1% | +59.8% | +1,091.3% | +727.0% |
| All | +34,313.4% | +2,001.8% | +32,311.6% | +11,686.4% |
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 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