+49.5%
JBL vs EAT
+37.5%
+12.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | -8.3% | +1.9% | -10.1% | -8.7% |
| 3M | -16.9% | +68.7% | -85.6% | -25.0% |
| 6M | +21.8% | +66.9% | -45.1% | +9.9% |
| YTD | +36.3% | +60.4% | -24.1% | +25.0% |
| 1Y | +49.5% | +44.0% | +5.5% | +40.2% |
| All | +49.5% | +37.5% | +12.0% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling