+1,525.1%
JBL vs ZBRA
+435.2%
+1,089.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.8% | +3.2% | +4.2% |
| 7D | +2.4% | -3.4% | +5.8% | +4.0% |
| 30D | -13.1% | -7.4% | -5.7% | -10.1% |
| 3M | -15.6% | +57.5% | -73.1% | -32.4% |
| 6M | +24.6% | +64.0% | -39.4% | -3.1% |
| YTD | +39.6% | +44.3% | -4.7% | +13.7% |
| 1Y | +48.6% | +10.9% | +37.7% | +35.8% |
| 3Y | +197.3% | +37.5% | +159.7% | +137.0% |
| 5Y | +413.0% | -39.7% | +452.6% | +477.5% |
| All | +1,525.1% | +435.2% | +1,089.8% | +752.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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