+192.7%
JBL vs GEN
+57.7%
+134.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.0% |
| 7D | +4.4% | -0.7% | +5.1% | +4.5% |
| 30D | -8.4% | +2.6% | -11.1% | -8.9% |
| 3M | -14.2% | +15.8% | -29.9% | -16.4% |
| 6M | +29.6% | +33.1% | -3.5% | +21.7% |
| YTD | +37.1% | +11.3% | +25.8% | +34.8% |
| 1Y | +49.5% | +1.7% | +47.8% | +50.9% |
| 3Y | +192.7% | +58.1% | +134.5% | +180.3% |
| All | +192.7% | +57.7% | +134.9% | +180.3% |
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