+303.6%
JBL vs TECH
-41.0%
+344.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +6.3% | +0.1% | +6.2% | +6.3% |
| 30D | -13.5% | +0.5% | -14.0% | -13.6% |
| 3M | -31.3% | +1.1% | -32.4% | -31.5% |
| 6M | -28.4% | +62.8% | -91.3% | -36.5% |
| YTD | +11.6% | +24.5% | -12.9% | +3.7% |
| 1Y | +26.1% | +20.6% | +5.5% | +18.1% |
| 3Y | +97.4% | +29.5% | +67.9% | +69.0% |
| All | +303.6% | -41.0% | +344.6% | +349.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling