+192.7%
JBL vs DAR
+14.9%
+177.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.4% | 0.0% |
| 7D | +4.4% | -0.9% | +5.3% | +4.6% |
| 30D | -8.4% | +13.0% | -21.4% | -10.8% |
| 3M | -14.2% | +15.0% | -29.2% | -16.8% |
| 6M | +29.6% | +26.8% | +2.8% | +22.7% |
| YTD | +37.1% | +86.4% | -49.3% | +20.0% |
| 1Y | +49.5% | +115.1% | -65.6% | +26.6% |
| 3Y | +192.7% | +14.6% | +178.1% | +192.2% |
| All | +192.7% | +14.9% | +177.8% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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