+1,778.1%
JBL vs FIVN
+282.0%
+1,496.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | +0.1% |
| 7D | +4.0% | -9.6% | +13.6% | +5.5% |
| 30D | -7.5% | -11.9% | +4.4% | -6.0% |
| 3M | -14.1% | +40.1% | -54.1% | -19.6% |
| 6M | +25.9% | +68.3% | -42.5% | +12.0% |
| YTD | +36.7% | +51.5% | -14.8% | +22.9% |
| 1Y | +49.0% | +15.1% | +33.9% | +40.3% |
| 3Y | +191.8% | -55.6% | +247.3% | +211.0% |
| 5Y | +409.8% | -82.4% | +492.2% | +503.0% |
| 10Y | +1,509.2% | +114.5% | +1,394.7% | +1,194.4% |
| All | +1,778.1% | +282.0% | +1,496.1% | +1,280.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling