+192.7%
JBL vs ROIV
+253.6%
-60.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +18.8% | -18.2% | -3.0% |
| 7D | +4.4% | +20.2% | -15.8% | +0.5% |
| 30D | -8.4% | +14.1% | -22.6% | -11.0% |
| 3M | -14.2% | +45.6% | -59.8% | -20.4% |
| 6M | +29.6% | +44.1% | -14.5% | +20.0% |
| YTD | +37.1% | +91.2% | -54.1% | +20.7% |
| 1Y | +49.5% | +221.3% | -171.8% | +22.0% |
| 3Y | +192.7% | +229.2% | -36.5% | +123.8% |
| All | +192.7% | +253.6% | -60.9% | +123.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling