+183.0%
JBL vs TECH
+1.2%
+181.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.5% | -2.7% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | -15.1% | 0.0% | -15.1% | -15.1% |
| 3M | -14.0% | +37.4% | -51.5% | -17.9% |
| 6M | +20.6% | +36.9% | -16.2% | +13.8% |
| YTD | +32.9% | +23.1% | +9.8% | +27.7% |
| 1Y | +40.5% | +42.2% | -1.7% | +30.3% |
| All | +183.0% | +1.2% | +181.8% | +206.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling