+42,174.6%
JBL vs EVRG
+1,136.6%
+41,038.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | +4.4% | +0.9% | +3.5% | +4.0% |
| 30D | -8.4% | -0.5% | -7.9% | -8.3% |
| 3M | -14.2% | +1.5% | -15.7% | -15.0% |
| 6M | +29.6% | +1.2% | +28.4% | +28.3% |
| YTD | +37.1% | +16.3% | +20.8% | +27.7% |
| 1Y | +49.5% | +20.3% | +29.2% | +37.0% |
| 3Y | +192.7% | +72.3% | +120.4% | +125.5% |
| 5Y | +411.3% | +46.7% | +364.7% | +316.1% |
| 10Y | +1,447.6% | +113.8% | +1,333.8% | +931.8% |
| All | +42,174.6% | +1,136.6% | +41,038.0% | +15,010.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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