+1,525.1%
JBL vs GEN
+159.8%
+1,365.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.0% | +4.1% | +4.8% |
| 7D | +2.4% | -1.3% | +3.7% | +2.7% |
| 30D | -13.1% | +6.1% | -19.2% | -14.4% |
| 3M | -15.6% | +27.0% | -42.5% | -20.7% |
| 6M | +24.6% | +43.9% | -19.3% | +12.3% |
| YTD | +39.6% | +13.0% | +26.6% | +33.6% |
| 1Y | +48.6% | +4.0% | +44.6% | +45.2% |
| 3Y | +197.3% | +66.2% | +131.1% | +154.1% |
| 5Y | +413.0% | +23.2% | +389.8% | +362.4% |
| All | +1,525.1% | +159.8% | +1,365.2% | +1,058.6% |
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