+93.9%
JBL vs BUD
+51.8%
+42.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | -8.1% | +6.0% | -14.1% | -8.0% |
| 30D | -18.4% | +11.3% | -29.7% | -18.6% |
| 3M | -25.8% | +3.6% | -29.3% | -25.7% |
| 6M | -29.6% | +7.7% | -37.3% | -29.9% |
| YTD | +9.6% | +36.4% | -26.7% | +7.0% |
| 1Y | +14.1% | +37.8% | -23.8% | +11.2% |
| All | +93.9% | +51.8% | +42.1% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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