+51,184.5%
JBL vs RMD
+36,837.6%
+14,346.8%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +3.0% | -5.0% | +8.0% | +4.5% |
| 30D | -8.3% | +2.2% | -10.5% | -9.0% |
| 3M | -16.9% | +17.8% | -34.8% | -21.3% |
| 6M | +21.8% | -11.3% | +33.1% | +24.4% |
| YTD | +36.3% | -4.4% | +40.7% | +36.3% |
| 1Y | +49.5% | -15.7% | +65.2% | +54.6% |
| 3Y | +170.6% | +47.7% | +122.9% | +132.9% |
| 5Y | +408.4% | -19.2% | +427.6% | +409.3% |
| 10Y | +1,450.4% | +280.4% | +1,170.0% | +902.6% |
| All | +51,184.5% | +36,837.6% | +14,346.8% | +18,684.9% |
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