+1,236.7%
JBL vs EQX
+232.0%
+1,004.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.8% |
| 7D | +2.4% | -3.2% | +5.6% | +2.8% |
| 30D | -13.1% | +7.8% | -20.9% | -14.1% |
| 3M | -15.6% | +21.3% | -36.9% | -18.0% |
| 6M | +24.6% | -22.4% | +47.0% | +27.2% |
| YTD | +39.6% | -11.3% | +50.9% | +39.4% |
| 1Y | +48.6% | +13.5% | +35.1% | +43.7% |
| 3Y | +197.3% | +162.1% | +35.1% | +151.6% |
| 5Y | +413.0% | +84.2% | +328.8% | +333.9% |
| All | +1,236.7% | +232.0% | +1,004.7% | +1,274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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