+34,313.4%
JBL vs EAT
+3,318.1%
+30,995.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | +6.3% | -4.0% | +10.3% | +7.6% |
| 30D | -13.5% | -2.9% | -10.6% | -13.2% |
| 3M | -31.3% | -16.9% | -14.5% | -28.1% |
| 6M | -28.4% | +57.0% | -85.4% | -38.8% |
| YTD | +11.6% | +38.2% | -26.6% | -1.8% |
| 1Y | +26.1% | +69.3% | -43.2% | +4.0% |
| 3Y | +97.4% | +483.0% | -385.6% | +5.1% |
| 5Y | +301.0% | +364.1% | -63.2% | +116.9% |
| 10Y | +1,151.1% | +320.8% | +830.3% | +469.9% |
| All | +34,313.4% | +3,318.1% | +30,995.3% | +7,332.4% |
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