-46.5%
MSTR vs JBL
+20.0%
-66.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.4% |
| 7D | -13.4% | +6.3% | -19.8% | -16.0% |
| 30D | -22.1% | -13.5% | -8.6% | -16.8% |
| 3M | +15.0% | -31.3% | +46.3% | +35.1% |
| 6M | -37.3% | -28.4% | -8.9% | -29.3% |
| YTD | -26.5% | +11.6% | -38.1% | -33.7% |
| 1Y | -46.5% | +26.1% | -72.6% | -54.2% |
| All | -46.5% | +20.0% | -66.5% | -54.2% |
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 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