+48.6%
JBL vs TROW
+4.9%
+43.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.2% | +6.2% | +5.5% |
| 7D | +2.4% | -3.2% | +5.6% | +3.7% |
| 30D | -13.1% | -4.6% | -8.5% | -11.6% |
| 3M | -15.6% | -0.7% | -14.9% | -17.0% |
| 6M | +24.6% | +22.2% | +2.4% | +10.8% |
| YTD | +39.6% | +6.6% | +33.0% | +28.3% |
| 1Y | +48.6% | +5.8% | +42.8% | +36.9% |
| All | +48.6% | +4.9% | +43.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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