+51,184.5%
JBL vs DAR
+1,762.6%
+49,421.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | +3.0% | +1.4% | +1.7% | +2.9% |
| 30D | -8.3% | +12.8% | -21.0% | -9.5% |
| 3M | -16.9% | +7.4% | -24.3% | -17.6% |
| 6M | +21.8% | +22.3% | -0.5% | +19.0% |
| YTD | +36.3% | +81.1% | -44.8% | +28.0% |
| 1Y | +49.5% | +106.5% | -57.0% | +38.2% |
| 3Y | +170.6% | +5.3% | +165.3% | +164.2% |
| 5Y | +408.4% | -11.5% | +419.9% | +401.9% |
| 10Y | +1,450.4% | +353.3% | +1,097.0% | +1,228.2% |
| All | +51,184.5% | +1,762.6% | +49,421.9% | +53,611.1% |
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