+192.7%
JBL vs BUD
+48.7%
+144.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.6% |
| 7D | +4.4% | +0.8% | +3.7% | +4.4% |
| 30D | -8.4% | -4.8% | -3.6% | -8.1% |
| 3M | -14.2% | +1.4% | -15.5% | -14.5% |
| 6M | +29.6% | +9.9% | +19.7% | +27.8% |
| YTD | +37.1% | +26.3% | +10.7% | +33.3% |
| 1Y | +49.5% | +36.1% | +13.3% | +44.4% |
| 3Y | +192.7% | +48.6% | +144.1% | +178.7% |
| All | +192.7% | +48.7% | +144.0% | +178.7% |
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