+970.9%
JBL vs GRMN
+6,622.3%
-5,651.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +4.4% | +0.2% | +4.2% | +4.3% |
| 30D | -8.4% | -11.3% | +2.9% | -3.7% |
| 3M | -14.2% | +17.7% | -31.9% | -21.0% |
| 6M | +29.6% | +14.2% | +15.4% | +21.2% |
| YTD | +37.1% | +37.0% | 0.0% | +18.2% |
| 1Y | +49.5% | +17.0% | +32.5% | +36.8% |
| 3Y | +192.7% | +183.2% | +9.5% | +78.3% |
| 5Y | +411.3% | +77.3% | +334.1% | +276.5% |
| 10Y | +1,447.6% | +630.9% | +816.7% | +555.5% |
| All | +970.9% | +6,622.3% | -5,651.4% | +36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling