+183.0%
JBL vs BLDR
-58.1%
+241.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.2% | -1.7% |
| 7D | -1.0% | -8.1% | +7.1% | +1.3% |
| 30D | -15.1% | -21.5% | +6.4% | -9.5% |
| 3M | -14.0% | -21.0% | +6.9% | -9.3% |
| 6M | +20.6% | -37.1% | +57.7% | +35.0% |
| YTD | +32.9% | -42.7% | +75.6% | +51.2% |
| 1Y | +40.5% | -58.0% | +98.5% | +73.9% |
| All | +183.0% | -58.1% | +241.1% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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