+786.0%
JBL vs BRKR
+172.5%
+613.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.3% | +5.1% |
| 7D | +2.4% | -8.7% | +11.1% | +4.8% |
| 30D | -13.1% | -9.9% | -3.3% | -10.9% |
| 3M | -15.6% | -3.1% | -12.5% | -16.5% |
| 6M | +24.6% | +45.5% | -20.9% | +9.4% |
| YTD | +39.6% | +13.7% | +25.9% | +30.0% |
| 1Y | +48.6% | +67.4% | -18.8% | +23.6% |
| 3Y | +197.3% | -13.2% | +210.5% | +182.7% |
| 5Y | +413.0% | -39.5% | +452.5% | +429.5% |
| 10Y | +1,543.9% | +153.5% | +1,390.4% | +1,056.7% |
| All | +786.0% | +172.5% | +613.6% | +330.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling