+1,509.2%
JBL vs RACE
+783.2%
+726.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | +4.0% | -2.6% | +6.6% | +5.3% |
| 30D | -7.5% | -1.1% | -6.4% | -7.2% |
| 3M | -14.1% | +12.5% | -26.6% | -19.7% |
| 6M | +25.9% | +17.4% | +8.5% | +14.5% |
| YTD | +36.7% | +10.1% | +26.5% | +27.1% |
| 1Y | +49.0% | -15.1% | +64.1% | +56.5% |
| 3Y | +191.8% | +38.9% | +152.9% | +121.9% |
| 5Y | +409.8% | +90.7% | +319.1% | +216.1% |
| 10Y | +1,509.2% | +801.8% | +707.4% | +437.0% |
| All | +1,509.2% | +783.2% | +726.1% | +437.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RACE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling