+41,884.3%
JBL vs DAR
+1,499.7%
+40,384.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.3% |
| 7D | +6.3% | +11.6% | -5.2% | +5.2% |
| 30D | -13.5% | -10.2% | -3.3% | -12.5% |
| 3M | -31.3% | -14.8% | -16.5% | -30.3% |
| 6M | -28.4% | -10.1% | -18.4% | -27.8% |
| YTD | +11.6% | +55.5% | -43.9% | +6.4% |
| 1Y | +26.1% | +61.7% | -35.6% | +19.7% |
| 3Y | +97.4% | +37.2% | +60.2% | +87.9% |
| 5Y | +301.0% | -26.9% | +327.9% | +303.7% |
| 10Y | +1,151.1% | +314.4% | +836.7% | +983.5% |
| All | +41,884.3% | +1,499.7% | +40,384.6% | +44,540.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling