+85.9%
JBL vs GLXY
+7.0%
+78.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.0% | +6.7% | +1.0% |
| 7D | +4.0% | +4.5% | -0.5% | +3.0% |
| 30D | -7.5% | +28.8% | -36.3% | -11.9% |
| 3M | -14.1% | -23.0% | +9.0% | -11.8% |
| 6M | +25.9% | +17.0% | +8.9% | +20.5% |
| YTD | +36.7% | +12.5% | +24.2% | +29.7% |
| 1Y | +49.0% | -5.4% | +54.4% | +46.1% |
| All | +85.9% | +7.0% | +78.8% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling