+23.7%
JBL vs BIYA
-98.4%
+122.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.3% | -1.6% | -4.9% |
| 7D | -11.1% | -4.0% | -7.1% | -11.1% |
| 30D | -14.1% | -15.0% | +0.9% | -14.0% |
| 3M | -23.9% | -58.1% | +34.2% | -24.1% |
| 6M | -24.1% | -90.0% | +65.9% | -24.8% |
| YTD | +13.5% | -96.9% | +110.4% | +14.0% |
| 1Y | +23.7% | -98.2% | +121.9% | +24.2% |
| All | +23.7% | -98.4% | +122.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 1y: compounded portfolio wealth divided by compounded BIYA 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…
1y analysis · Full analysis span regression · 6 months rolling