+1,525.1%
JBL vs RMD
+274.3%
+1,250.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +5.2% |
| 7D | +2.4% | -4.4% | +6.8% | +3.9% |
| 30D | -13.1% | -3.1% | -10.0% | -12.4% |
| 3M | -15.6% | +13.8% | -29.4% | -20.1% |
| 6M | +24.6% | -8.6% | +33.1% | +26.9% |
| YTD | +39.6% | -8.6% | +48.2% | +42.0% |
| 1Y | +48.6% | -19.7% | +68.3% | +58.0% |
| 3Y | +197.3% | +48.4% | +148.9% | +140.7% |
| 5Y | +413.0% | -22.7% | +435.7% | +428.0% |
| All | +1,525.1% | +274.3% | +1,250.7% | +841.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling