+2,473.0%
JBL vs DG
+577.8%
+1,895.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +1.4% |
| 7D | +4.4% | -2.5% | +6.9% | +4.9% |
| 30D | -8.4% | +1.0% | -9.5% | -8.8% |
| 3M | -14.2% | +20.3% | -34.5% | -18.0% |
| 6M | +29.6% | -11.7% | +41.3% | +31.8% |
| YTD | +37.1% | -2.3% | +39.4% | +36.0% |
| 1Y | +49.5% | +20.0% | +29.5% | +40.7% |
| 3Y | +192.7% | +7.2% | +185.4% | +169.0% |
| 5Y | +411.3% | -37.9% | +449.3% | +442.4% |
| 10Y | +1,447.6% | +107.3% | +1,340.3% | +999.7% |
| All | +2,473.0% | +577.8% | +1,895.2% | +1,006.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling