+409.8%
JBL vs GEN
+20.0%
+389.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +4.0% | -2.9% | +6.9% | +4.6% |
| 30D | -7.5% | +2.1% | -9.5% | -8.0% |
| 3M | -14.1% | +19.7% | -33.8% | -17.8% |
| 6M | +25.9% | +33.3% | -7.4% | +16.4% |
| YTD | +36.7% | +11.1% | +25.5% | +32.4% |
| 1Y | +49.0% | +3.0% | +46.0% | +47.4% |
| 3Y | +191.8% | +57.9% | +133.9% | +154.7% |
| 5Y | +409.8% | +20.6% | +389.2% | +362.0% |
| All | +409.8% | +20.0% | +389.8% | +362.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling