+2,042.8%
JBL vs TRGP
+2,265.4%
-222.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.2% |
| 7D | +4.4% | -0.6% | +5.0% | +4.6% |
| 30D | -8.4% | +14.6% | -23.0% | -12.2% |
| 3M | -14.2% | +11.9% | -26.1% | -17.4% |
| 6M | +29.6% | +25.3% | +4.3% | +20.2% |
| YTD | +37.1% | +61.9% | -24.8% | +18.2% |
| 1Y | +49.5% | +87.3% | -37.8% | +23.4% |
| 3Y | +192.7% | +268.0% | -75.3% | +98.9% |
| 5Y | +411.3% | +638.2% | -226.9% | +184.6% |
| 10Y | +1,447.6% | +821.9% | +625.7% | +566.5% |
| All | +2,042.8% | +2,265.4% | -222.6% | +417.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling