+409.8%
JBL vs TECH
-42.1%
+451.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +4.0% | -0.1% | +4.1% | +4.0% |
| 30D | -7.5% | +0.3% | -7.8% | -7.5% |
| 3M | -14.1% | +32.9% | -47.0% | -19.8% |
| 6M | +25.9% | +32.1% | -6.2% | +15.6% |
| YTD | +36.7% | +23.4% | +13.3% | +27.3% |
| 1Y | +49.0% | +34.1% | +14.9% | +34.4% |
| 3Y | +191.8% | +2.2% | +189.6% | +174.8% |
| 5Y | +409.8% | -41.8% | +451.6% | +452.6% |
| All | +409.8% | -42.1% | +451.9% | +452.6% |
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