+191.0%
JBL vs EAT
+587.9%
-396.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.4% |
| 7D | +4.0% | -6.8% | +10.8% | +5.6% |
| 30D | -7.5% | -5.4% | -2.1% | -6.6% |
| 3M | -14.1% | +42.8% | -56.8% | -21.6% |
| 6M | +25.9% | +56.5% | -30.6% | +11.4% |
| YTD | +36.7% | +50.0% | -13.4% | +22.2% |
| 1Y | +49.0% | +38.3% | +10.7% | +35.2% |
| All | +191.0% | +587.9% | -396.9% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling