+402.2%
JBL vs GRMN
+73.8%
+328.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +4.0% | -1.4% | +5.4% | +4.6% |
| 30D | -7.5% | -13.1% | +5.6% | -2.0% |
| 3M | -14.1% | +14.9% | -29.0% | -20.2% |
| 6M | +25.9% | +13.1% | +12.8% | +18.0% |
| YTD | +36.7% | +35.3% | +1.4% | +18.0% |
| 1Y | +49.0% | +16.0% | +33.0% | +36.5% |
| 3Y | +191.8% | +179.6% | +12.2% | +59.3% |
| All | +402.2% | +73.8% | +328.3% | +220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling