+23.7%
JBL vs TECH
+19.5%
+4.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | -11.1% | +0.1% | -11.2% | -11.1% |
| 30D | -14.1% | +0.2% | -14.3% | -14.1% |
| 3M | -23.9% | +1.0% | -24.9% | -23.9% |
| 6M | -24.1% | +33.3% | -57.4% | -23.5% |
| YTD | +13.5% | +24.2% | -10.7% | +15.8% |
| 1Y | +23.7% | +19.7% | +4.0% | +26.3% |
| All | +23.7% | +19.5% | +4.3% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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