+197.3%
JBL vs EOSE
+42.6%
+154.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.0% | +6.0% | +5.1% |
| 7D | +2.4% | +1.8% | +0.6% | +2.2% |
| 30D | -13.1% | -6.8% | -6.3% | -12.9% |
| 3M | -15.6% | -36.3% | +20.7% | -13.1% |
| 6M | +24.6% | -38.8% | +63.3% | +27.3% |
| YTD | +39.6% | -65.5% | +105.1% | +46.8% |
| 1Y | +48.6% | -45.3% | +93.9% | +50.5% |
| 3Y | +197.3% | +44.2% | +153.1% | +183.2% |
| All | +197.3% | +42.6% | +154.7% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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