+34,313.4%
JBL vs TECH
+9,551.8%
+24,761.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -31.6% |
| 6M | -28.4% | +62.8% | -91.3% | -38.8% |
| YTD | +11.6% | +24.5% | -12.9% | +0.9% |
| 1Y | +26.1% | +20.6% | +5.5% | +15.0% |
| 3Y | +97.4% | +29.5% | +67.9% | +68.0% |
| 5Y | +301.0% | -40.9% | +341.9% | +328.1% |
| 10Y | +1,151.1% | +189.5% | +961.6% | +705.1% |
| All | +34,313.4% | +9,551.8% | +24,761.5% | +11,639.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling