+23.7%
JBL vs GNRC
+17.5%
+6.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -9.5% | +4.7% | -1.0% |
| 7D | -11.1% | -6.0% | -5.2% | -8.9% |
| 30D | -14.1% | -12.0% | -2.1% | -9.7% |
| 3M | -23.9% | -13.4% | -10.5% | -19.5% |
| 6M | -24.1% | -26.4% | +2.3% | -14.6% |
| YTD | +13.5% | +38.8% | -25.3% | +5.2% |
| 1Y | +23.7% | +20.9% | +2.8% | +21.1% |
| All | +23.7% | +17.5% | +6.2% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling