+1,181.7%
JBL vs BLDR
+414.6%
+767.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.9% |
| 7D | +3.0% | -2.8% | +5.9% | +3.7% |
| 30D | -8.3% | -13.3% | +5.0% | -5.2% |
| 3M | -16.9% | -12.3% | -4.6% | -15.0% |
| 6M | +21.8% | -31.5% | +53.2% | +32.3% |
| YTD | +36.3% | -36.1% | +72.4% | +49.6% |
| 1Y | +49.5% | -54.1% | +103.6% | +77.3% |
| 3Y | +170.6% | -55.8% | +226.4% | +213.0% |
| 5Y | +408.4% | +20.7% | +387.6% | +347.3% |
| 10Y | +1,450.4% | +390.2% | +1,060.1% | +819.3% |
| All | +1,181.7% | +414.6% | +767.1% | +354.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling