+86.4%
JBL vs GLXY
+15.1%
+71.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.2% | +0.1% |
| 7D | +4.4% | +15.5% | -11.0% | +1.7% |
| 30D | -8.4% | +34.1% | -42.6% | -13.4% |
| 3M | -14.2% | -11.3% | -2.8% | -13.9% |
| 6M | +29.6% | +31.6% | -2.0% | +21.9% |
| YTD | +37.1% | +21.0% | +16.1% | +28.5% |
| 1Y | +49.5% | +11.7% | +37.8% | +44.5% |
| All | +86.4% | +15.1% | +71.3% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling