+1,089.0%
MSTR vs JBL
+3,623.7%
-2,534.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.6% | -8.2% | -5.0% |
| 7D | -4.0% | -5.2% | +1.2% | -1.9% |
| 30D | -18.6% | -17.5% | -1.1% | -11.7% |
| 3M | +25.6% | -26.0% | +51.5% | +41.6% |
| 6M | -33.1% | -28.9% | -4.2% | -23.9% |
| YTD | -17.3% | +10.8% | -28.2% | -22.8% |
| 1Y | -48.1% | +18.3% | -66.4% | -53.0% |
| 3Y | +154.2% | +102.2% | +52.0% | +79.1% |
| 5Y | +46.2% | +303.2% | -257.0% | -19.5% |
| 10Y | +554.5% | +1,152.0% | -597.5% | +118.1% |
| All | +1,089.0% | +3,623.7% | -2,534.7% | +48.3% |
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