+41,884.3%
JBL vs RMD
+38,753.6%
+3,130.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | +6.3% | +2.1% | +4.3% | +5.8% |
| 30D | -13.5% | +2.1% | -15.6% | -14.2% |
| 3M | -31.3% | +6.2% | -37.6% | -32.8% |
| 6M | -28.4% | +19.4% | -47.8% | -32.8% |
| YTD | +11.6% | +0.5% | +11.1% | +9.6% |
| 1Y | +26.1% | -3.9% | +30.1% | +25.4% |
| 3Y | +97.4% | +72.5% | +24.8% | +62.6% |
| 5Y | +301.0% | -1.5% | +302.5% | +279.5% |
| 10Y | +1,151.1% | +345.8% | +805.3% | +673.3% |
| All | +41,884.3% | +38,753.6% | +3,130.7% | +15,006.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling