+7.3%
MSCI vs JBL
+189.9%
-182.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.3% | -3.8% |
| 7D | -2.1% | +4.4% | -6.5% | -2.3% |
| 30D | -1.7% | -8.4% | +6.7% | -1.3% |
| 3M | -8.2% | -14.2% | +5.9% | -7.5% |
| 6M | -2.4% | +29.6% | -32.0% | -6.8% |
| YTD | -2.8% | +37.1% | -39.9% | -8.0% |
| 1Y | -2.7% | +49.5% | -52.1% | -9.3% |
| 3Y | +7.3% | +192.7% | -185.4% | -11.2% |
| All | +7.3% | +189.9% | -182.6% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded JBL 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling