+8.5%
JBL vs BRKR
+47.8%
-39.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -9.0% | +0.4% | -7.5% |
| 7D | -17.9% | -6.4% | -11.5% | -17.0% |
| 30D | -23.6% | -4.0% | -19.5% | -23.1% |
| 3M | -30.2% | +10.7% | -40.9% | -31.1% |
| 6M | -29.9% | +53.0% | -82.9% | -37.9% |
| YTD | +3.7% | +23.6% | -19.9% | -8.4% |
| 1Y | +8.5% | +45.0% | -36.6% | -10.8% |
| All | +8.5% | +47.8% | -39.3% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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