+1,114.5%
JBL vs IBB
+580.2%
+534.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.3% |
| 7D | +0.1% | -1.4% | +1.5% | +1.5% |
| 30D | -17.0% | +6.8% | -23.8% | -21.5% |
| 3M | -27.4% | +9.2% | -36.6% | -33.4% |
| 6M | -29.1% | +28.3% | -57.4% | -43.6% |
| YTD | +13.6% | +29.4% | -15.7% | -10.3% |
| 1Y | +22.8% | +33.2% | -10.4% | -5.3% |
| 3Y | +103.0% | +90.2% | +12.8% | +13.3% |
| 5Y | +307.4% | +44.0% | +263.4% | +182.2% |
| 10Y | +1,173.9% | +133.1% | +1,040.8% | +455.0% |
| All | +1,114.5% | +580.2% | +534.3% | +70.7% |
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 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