+1,084.8%
JBL vs IBB
+584.7%
+500.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.8% | +2.9% | +3.4% |
| 7D | -5.2% | +2.7% | -7.9% | -7.1% |
| 30D | -17.5% | +6.3% | -23.9% | -21.8% |
| 3M | -26.0% | +11.1% | -37.0% | -33.1% |
| 6M | -28.9% | +29.2% | -58.1% | -43.7% |
| YTD | +10.8% | +30.2% | -19.4% | -12.9% |
| 1Y | +18.3% | +39.5% | -21.2% | -12.4% |
| 3Y | +102.2% | +92.3% | +9.9% | +11.8% |
| 5Y | +303.2% | +43.0% | +260.2% | +181.0% |
| 10Y | +1,152.0% | +137.1% | +1,014.9% | +437.2% |
| All | +1,084.8% | +584.7% | +500.1% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling