+97.4%
JBL vs GEN
+67.9%
+29.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.4% |
| 7D | +6.3% | +2.0% | +4.3% | +6.2% |
| 30D | -13.5% | +27.7% | -41.2% | -15.4% |
| 3M | -31.3% | +3.3% | -34.6% | -31.1% |
| 6M | -28.4% | +31.8% | -60.2% | -31.9% |
| YTD | +11.6% | +13.5% | -1.9% | +10.5% |
| 1Y | +26.1% | +16.0% | +10.1% | +24.0% |
| 3Y | +97.4% | +70.6% | +26.8% | +102.0% |
| All | +97.4% | +67.9% | +29.4% | +102.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling