+41,936.4%
JBL vs EAT
+3,867.7%
+38,068.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | -8.3% | +1.9% | -10.1% | -9.1% |
| 3M | -16.9% | +68.7% | -85.6% | -29.8% |
| 6M | +21.8% | +66.9% | -45.1% | +2.2% |
| YTD | +36.3% | +60.4% | -24.1% | +15.6% |
| 1Y | +49.5% | +44.0% | +5.5% | +29.3% |
| 3Y | +170.6% | +604.7% | -434.1% | +36.9% |
| 5Y | +408.4% | +347.0% | +61.4% | +179.1% |
| 10Y | +1,450.4% | +390.8% | +1,059.6% | +577.9% |
| All | +41,936.4% | +3,867.7% | +38,068.7% | +8,645.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling