-56.4%
MSTR vs JBL
+52.3%
-108.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -2.1% |
| 7D | +12.2% | +3.0% | +9.1% | +10.8% |
| 30D | +45.2% | -8.3% | +53.4% | +50.3% |
| 3M | +10.4% | -16.9% | +27.3% | +18.6% |
| 6M | -2.5% | +21.8% | -24.2% | -16.2% |
| YTD | -6.0% | +36.3% | -42.3% | -22.8% |
| 1Y | -56.4% | +49.5% | -105.9% | -65.8% |
| All | -56.4% | +52.3% | -108.8% | -65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling