+49.5%
JBL vs GEN
+5.4%
+44.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.4% |
| 7D | +3.0% | -1.2% | +4.2% | +2.9% |
| 30D | -8.3% | +10.1% | -18.4% | -7.6% |
| 3M | -16.9% | +16.1% | -33.0% | -15.6% |
| 6M | +21.8% | +38.9% | -17.1% | +22.0% |
| YTD | +36.3% | +14.4% | +21.9% | +39.4% |
| 1Y | +49.5% | +5.9% | +43.6% | +62.4% |
| All | +49.5% | +5.4% | +44.1% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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