+175.4%
JBL vs SN
+453.9%
-278.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.0% | +1.2% | -1.6% |
| 7D | -1.0% | -7.2% | +6.2% | +1.1% |
| 30D | -15.1% | -13.4% | -1.7% | -11.6% |
| 3M | -14.0% | +26.8% | -40.8% | -20.3% |
| 6M | +20.6% | +44.6% | -24.0% | +7.0% |
| YTD | +32.9% | +45.3% | -12.4% | +17.7% |
| 1Y | +40.5% | +40.1% | +0.4% | +25.0% |
| 3Y | +183.7% | +375.3% | -191.5% | +114.2% |
| All | +175.4% | +453.9% | -278.5% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling