+97.4%
JBL vs EAT
+476.7%
-379.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | +6.3% | -4.0% | +10.3% | +7.2% |
| 30D | -13.5% | -2.9% | -10.6% | -13.2% |
| 3M | -31.3% | -16.9% | -14.5% | -29.1% |
| 6M | -28.4% | +57.0% | -85.4% | -36.2% |
| YTD | +11.6% | +38.2% | -26.6% | +1.8% |
| 1Y | +26.1% | +69.3% | -43.2% | +9.9% |
| 3Y | +97.4% | +483.0% | -385.6% | +31.7% |
| All | +97.4% | +476.7% | -379.4% | +31.7% |
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