+1,525.1%
JBL vs FIVN
+118.5%
+1,406.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.4% | +3.7% | +4.8% |
| 7D | +2.4% | -7.8% | +10.3% | +3.8% |
| 30D | -13.1% | -1.7% | -11.4% | -13.0% |
| 3M | -15.6% | +47.2% | -62.8% | -22.2% |
| 6M | +24.6% | +82.7% | -58.1% | +7.9% |
| YTD | +39.6% | +52.9% | -13.3% | +24.0% |
| 1Y | +48.6% | +17.5% | +31.1% | +38.8% |
| 3Y | +197.3% | -55.8% | +253.1% | +220.9% |
| 5Y | +413.0% | -82.3% | +495.3% | +524.7% |
| All | +1,525.1% | +118.5% | +1,406.5% | +1,109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling