+183.0%
JBL vs INDA
+6.8%
+176.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -1.9% |
| 7D | -1.0% | -3.6% | +2.6% | +1.8% |
| 30D | -15.1% | -4.0% | -11.1% | -12.4% |
| 3M | -14.0% | +1.7% | -15.8% | -15.3% |
| 6M | +20.6% | -3.6% | +24.3% | +23.4% |
| YTD | +32.9% | -11.0% | +43.9% | +43.7% |
| 1Y | +40.5% | -9.5% | +50.0% | +49.9% |
| All | +183.0% | +6.8% | +176.2% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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