+1,525.1%
JBL vs TRI
+196.2%
+1,328.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +4.6% |
| 7D | +2.4% | -7.9% | +10.3% | +4.6% |
| 30D | -13.1% | -4.5% | -8.6% | -12.5% |
| 3M | -15.6% | +22.1% | -37.7% | -22.8% |
| 6M | +24.6% | -2.8% | +27.3% | +21.7% |
| YTD | +39.6% | -23.4% | +63.0% | +50.1% |
| 1Y | +48.6% | -41.5% | +90.1% | +83.8% |
| 3Y | +197.3% | -19.2% | +216.5% | +186.8% |
| 5Y | +413.0% | -9.4% | +422.4% | +349.4% |
| All | +1,525.1% | +196.2% | +1,328.8% | +754.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling