+49.0%
JBL vs ROIV
+224.1%
-175.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +4.0% | +22.3% | -18.3% | -1.6% |
| 30D | -7.5% | +16.9% | -24.3% | -11.4% |
| 3M | -14.1% | +43.9% | -58.0% | -22.1% |
| 6M | +25.9% | +41.6% | -15.7% | +13.6% |
| YTD | +36.7% | +92.7% | -56.0% | +14.3% |
| 1Y | +49.0% | +210.2% | -161.2% | +32.8% |
| All | +49.0% | +224.1% | -175.1% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling