+41,936.4%
JBL vs BN
+32,038.3%
+9,898.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | +3.0% | -2.5% | +5.5% | +4.4% |
| 30D | -8.3% | -9.5% | +1.2% | -3.1% |
| 3M | -16.9% | -10.4% | -6.5% | -11.9% |
| 6M | +21.8% | -6.4% | +28.1% | +25.6% |
| YTD | +36.3% | -11.9% | +48.2% | +44.2% |
| 1Y | +49.5% | -8.6% | +58.1% | +55.1% |
| 3Y | +170.6% | +77.6% | +93.1% | +90.9% |
| 5Y | +408.4% | +37.0% | +371.3% | +305.6% |
| 10Y | +1,450.4% | +266.4% | +1,184.0% | +624.0% |
| All | +41,936.4% | +32,038.3% | +9,898.1% | +5,009.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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