+113.8%
MSTR vs JBL
+405.9%
-292.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.8% |
| 7D | +9.3% | +4.4% | +4.9% | +6.1% |
| 30D | +36.5% | -8.4% | +45.0% | +44.4% |
| 3M | +7.3% | -14.2% | +21.5% | +16.9% |
| 6M | +2.2% | +29.6% | -27.4% | -20.8% |
| YTD | -10.2% | +37.1% | -47.2% | -33.9% |
| 1Y | -58.6% | +49.5% | -108.1% | -72.1% |
| 3Y | +283.2% | +192.7% | +90.5% | +17.7% |
| 5Y | +113.8% | +411.3% | -297.6% | -68.6% |
| All | +113.8% | +405.9% | -292.1% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling