+4,152.4%
JBL vs VRSN
+6,651.0%
-2,498.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.7% |
| 7D | +3.0% | +0.1% | +3.0% | +3.0% |
| 30D | -8.3% | -0.2% | -8.1% | -8.4% |
| 3M | -16.9% | -0.3% | -16.6% | -17.9% |
| 6M | +21.8% | +23.0% | -1.2% | +10.7% |
| YTD | +36.3% | +21.3% | +15.0% | +23.8% |
| 1Y | +49.5% | +6.7% | +42.8% | +41.9% |
| 3Y | +170.6% | +45.0% | +125.7% | +125.5% |
| 5Y | +408.4% | +35.0% | +373.4% | +332.3% |
| 10Y | +1,450.4% | +276.3% | +1,174.1% | +804.7% |
| All | +4,152.4% | +6,651.0% | -2,498.6% | +975.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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