+49.5%
JBL vs FRSH
-3.3%
+52.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.7% | +6.2% | +0.8% |
| 7D | +3.0% | -8.2% | +11.2% | +1.8% |
| 30D | -8.3% | +10.5% | -18.8% | -6.8% |
| 3M | -16.9% | +32.7% | -49.6% | -13.3% |
| 6M | +21.8% | +50.3% | -28.5% | +28.2% |
| YTD | +36.3% | +3.9% | +32.4% | +42.0% |
| 1Y | +49.5% | -2.2% | +51.7% | +62.0% |
| All | +49.5% | -3.3% | +52.9% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1y: compounded portfolio wealth divided by compounded FRSH 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…
1y analysis · Full analysis span regression · 6 months rolling