+183.0%
JBL vs GRMN
+179.1%
+3.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.0% | -1.8% | +0.8% | -0.5% |
| 30D | -15.1% | -12.1% | -3.0% | -11.7% |
| 3M | -14.0% | +18.0% | -32.0% | -19.4% |
| 6M | +20.6% | +13.7% | +6.9% | +14.8% |
| YTD | +32.9% | +35.3% | -2.4% | +19.4% |
| 1Y | +40.5% | +17.2% | +23.3% | +31.3% |
| All | +183.0% | +179.1% | +3.9% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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