+41,936.4%
JBL vs GEN
+5,128.4%
+36,808.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.2% |
| 7D | +3.0% | -1.2% | +4.2% | +3.4% |
| 30D | -8.3% | +10.1% | -18.4% | -11.3% |
| 3M | -16.9% | +16.1% | -33.0% | -21.6% |
| 6M | +21.8% | +38.9% | -17.1% | +7.1% |
| YTD | +36.3% | +14.4% | +21.9% | +27.1% |
| 1Y | +49.5% | +5.9% | +43.6% | +42.9% |
| 3Y | +170.6% | +58.8% | +111.8% | +122.0% |
| 5Y | +408.4% | +24.7% | +383.7% | +339.6% |
| 10Y | +1,450.4% | +163.1% | +1,287.3% | +859.2% |
| All | +41,936.4% | +5,128.4% | +36,808.1% | +9,398.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling