+55.2%
JBL vs GLXY
-35.4%
+90.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.4% | +1.4% |
| 7D | +10.0% | +16.9% | -7.0% | +6.5% |
| 30D | -18.2% | -23.0% | +4.8% | -14.9% |
| 3M | -29.0% | -28.0% | -1.0% | -25.6% |
| 6M | -25.9% | -51.6% | +25.8% | -18.4% |
| YTD | +14.1% | -32.1% | +46.2% | +17.5% |
| 1Y | +21.7% | -51.5% | +73.1% | +28.8% |
| All | +55.2% | -35.4% | +90.6% | +65.8% |
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