+23.7%
JBL vs TRGP
+89.5%
-65.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.5% | -0.3% | -4.6% |
| 7D | -11.1% | -6.5% | -4.7% | -10.8% |
| 30D | -14.1% | -0.4% | -13.6% | -13.8% |
| 3M | -23.9% | +8.8% | -32.7% | -23.6% |
| 6M | -24.1% | +11.0% | -35.1% | -24.2% |
| YTD | +13.5% | +57.4% | -43.9% | -2.1% |
| 1Y | +23.7% | +87.9% | -64.1% | +4.2% |
| All | +23.7% | +89.5% | -65.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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