+719.8%
MU vs JBL
+52.3%
+667.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +4.6% |
| 7D | +9.0% | +3.0% | +6.0% | +5.9% |
| 30D | +13.8% | -8.3% | +22.1% | +23.0% |
| 3M | +2.1% | -16.9% | +19.0% | +22.5% |
| 6M | +153.8% | +21.8% | +132.0% | +126.1% |
| YTD | +256.4% | +36.3% | +220.1% | +186.6% |
| 1Y | +719.8% | +49.5% | +670.3% | +509.4% |
| All | +719.8% | +52.3% | +667.4% | +509.4% |
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