+413.7%
JBL vs PNC
+51.4%
+362.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.5% | +4.8% |
| 7D | +2.4% | -0.6% | +3.0% | +2.7% |
| 30D | -13.1% | -4.4% | -8.7% | -10.9% |
| 3M | -15.6% | +5.2% | -20.8% | -18.1% |
| 6M | +24.6% | +20.6% | +3.9% | +12.1% |
| YTD | +39.6% | +19.8% | +19.8% | +25.9% |
| 1Y | +48.6% | +24.4% | +24.2% | +31.1% |
| 3Y | +197.3% | +131.2% | +66.0% | +86.8% |
| All | +413.7% | +51.4% | +362.3% | +304.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 5y: compounded portfolio wealth divided by compounded PNC 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…
5y analysis · Full analysis span regression · 6 months rolling