+183.0%
JBL vs TRGP
+262.4%
-79.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -2.9% | -2.8% |
| 7D | -1.0% | -0.6% | -0.5% | -0.9% |
| 30D | -15.1% | +10.0% | -25.0% | -17.8% |
| 3M | -14.0% | +7.6% | -21.7% | -16.6% |
| 6M | +20.6% | +26.8% | -6.2% | +9.0% |
| YTD | +32.9% | +60.6% | -27.7% | +8.7% |
| 1Y | +40.5% | +82.5% | -41.9% | +8.6% |
| All | +183.0% | +262.4% | -79.4% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling