+89.9%
JBL vs GLXY
+3.8%
+86.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +4.8% |
| 7D | +2.4% | -7.3% | +9.7% | +3.8% |
| 30D | -13.1% | +15.7% | -28.9% | -15.6% |
| 3M | -15.6% | -26.7% | +11.1% | -12.6% |
| 6M | +24.6% | +13.7% | +10.9% | +19.9% |
| YTD | +39.6% | +9.1% | +30.5% | +33.3% |
| 1Y | +48.6% | -15.5% | +64.1% | +46.7% |
| All | +89.9% | +3.8% | +86.0% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 10y: compounded portfolio wealth divided by compounded GLXY 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…
10y analysis · Full analysis span regression · 6 months rolling