+114.8%
JBL vs BIYA
-99.8%
+214.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +4.0% | +2.7% | +1.3% | +4.0% |
| 30D | -7.5% | -16.7% | +9.2% | -7.5% |
| 3M | -14.1% | -74.6% | +60.6% | -14.5% |
| 6M | +25.9% | -85.4% | +111.3% | +25.3% |
| YTD | +36.7% | -94.2% | +130.8% | +37.7% |
| 1Y | +49.0% | -98.6% | +147.6% | +54.2% |
| All | +114.8% | -99.8% | +214.6% | +125.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling