+1,252.0%
MSTR vs JBL
+4,479.0%
-3,227.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -2.0% |
| 7D | +12.2% | +3.0% | +9.1% | +10.9% |
| 30D | +45.2% | -8.3% | +53.4% | +50.1% |
| 3M | +10.4% | -16.9% | +27.3% | +18.3% |
| 6M | -2.5% | +21.8% | -24.2% | -11.8% |
| YTD | -6.0% | +36.3% | -42.3% | -19.2% |
| 1Y | -56.4% | +49.5% | -105.9% | -64.2% |
| 3Y | +306.3% | +170.6% | +135.7% | +151.4% |
| 5Y | +100.5% | +408.4% | -307.9% | +0.5% |
| 10Y | +741.1% | +1,450.4% | -709.3% | +156.2% |
| All | +1,252.0% | +4,479.0% | -3,227.0% | +55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling