+26.1%
JBL vs GEN
+14.8%
+11.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -1.9% |
| 7D | +6.3% | +2.0% | +4.3% | +6.7% |
| 30D | -13.5% | +27.7% | -41.2% | -10.4% |
| 3M | -31.3% | +3.3% | -34.6% | -29.8% |
| 6M | -28.4% | +31.8% | -60.2% | -26.4% |
| YTD | +11.6% | +13.5% | -1.9% | +14.6% |
| 1Y | +26.1% | +16.0% | +10.1% | +28.4% |
| All | +26.1% | +14.8% | +11.3% | +28.4% |
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