+1,148.2%
JBL vs GEN
+152.9%
+995.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.7% |
| 7D | +6.3% | +2.0% | +4.3% | +5.9% |
| 30D | -13.5% | +27.7% | -41.2% | -18.2% |
| 3M | -31.3% | +3.3% | -34.6% | -32.4% |
| 6M | -28.4% | +31.8% | -60.2% | -34.1% |
| YTD | +11.6% | +13.5% | -1.9% | +5.9% |
| 1Y | +26.1% | +16.0% | +10.1% | +18.9% |
| 3Y | +97.4% | +70.6% | +26.8% | +66.7% |
| 5Y | +301.0% | +32.1% | +268.9% | +252.7% |
| All | +1,148.2% | +152.9% | +995.3% | +808.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling