+191.9%
JBL vs IBB
+64.6%
+127.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.7% | +1.7% |
| 7D | +4.4% | -1.7% | +6.1% | +5.3% |
| 30D | -8.4% | +4.9% | -13.3% | -11.3% |
| 3M | -14.2% | +24.2% | -38.4% | -25.4% |
| 6M | +29.6% | +23.8% | +5.8% | +12.8% |
| YTD | +37.1% | +23.0% | +14.1% | +19.7% |
| 1Y | +49.5% | +46.2% | +3.3% | +17.9% |
| All | +191.9% | +64.6% | +127.3% | +116.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling