+1,509.2%
JBL vs IBB
+122.2%
+1,387.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.3% |
| 7D | +4.0% | -3.9% | +7.9% | +6.8% |
| 30D | -7.5% | +2.7% | -10.2% | -9.7% |
| 3M | -14.1% | +21.4% | -35.4% | -25.6% |
| 6M | +25.9% | +20.1% | +5.8% | +9.7% |
| YTD | +36.7% | +21.9% | +14.8% | +17.7% |
| 1Y | +49.0% | +44.1% | +4.9% | +14.1% |
| 3Y | +191.8% | +63.4% | +128.4% | +101.2% |
| 5Y | +409.8% | +19.8% | +390.0% | +331.6% |
| 10Y | +1,509.2% | +127.0% | +1,382.2% | +803.2% |
| All | +1,509.2% | +122.2% | +1,387.0% | +803.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling